COMMONWEALTH BANK

Editorial

CommBank reports $7,090 million profit, but weak markets and regulatory challenges drag on CFS....

Financial planning

Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....

Financial planning

ACCC acknowledges 'unwritten code' comments stemming from dealer group turf war....

Financial planning

Financial planners and their clients have to supplant platform providers and fund managers as the price setters in the advice equation, according to Colonial First State ...

Financial planning

Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....

Policy & Regulation

Opposition spokesman on Financial Services Mathias Cormann has suggested the dealer group consolidation being driven by FOFA reforms is not entirely unintentional....

Editorial

Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....

Top 100

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

Top 100

Consolidation is changing the face of the financial planning dealer group sector before our eyes, while small-to-medium players continue to struggle....

Financial planning

Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron ...

Editorial

Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....

Financial planning

Following a number of staff departures since the start of the year, accounting firm WHK Group has made changes to its management structure....

Funds management

There was little change for the masterfunds sector over the year to March 2012, down by just 0.3 per cent, or $1.4 billion, to $433.1 billion....

Financial planning

BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....

Financial planning

Australian lenders are fighting harder to attract new customers by way of reducing fees or dropping them altogether, according to a new study by financial comparison webs...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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