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Offering a value proposition to advisers was the key to boosting the number of financial planners at Capstone Financial Planning “Our growth is occurring from a variety o...
INDUSTRY NEWS
Dealer groups continue to poach advisers from each other, although a number of advisers are moving of their own accord as they seek more independence....
INDUSTRY NEWS
The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...
INDUSTRY NEWS
Imagine what would happen if the government allowed major pharmaceutical companies to set up general practitioner practices and pay GPs trail commissions on they drugs th...
INDUSTRY NEWS
The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...
INDUSTRY NEWS
Creating a point of difference from other dealer groups is the reason for the jump in adviser numbers at Australian Financial Services, says chief executive officer Peter...
INDUSTRY NEWS
A former Mawson Securities adviser who allegedly defrauded the Queensland company of nearly $500,000 is one of three separate fraudsters to be set upon by the Australian...
INDUSTRY NEWS
New York based global banking and insurance giant Citigroup has sold the majority of its asset management business to US-based asset manager Legg Mason for approximately ...
INDUSTRY NEWS
The Australian Securities and Investments Commission has released the definitive guide to what it expects from advisers who switch clients’ super funds under the pending ...
INDUSTRY NEWS
Iris Financial Group has swelled its ranks with yet another breakaway member of the RetireInvest dealer group network, RetireInvest Hobart....
INDUSTRY NEWS
Over 80 per cent of companies listed on the S&P/ASX200 are unable to demonstrate that the board holds responsibility for governing unfair business practices....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...