DEALER GROUP

Financial planning

The Australian Wealth Advisors Group has made its first equity partnership scheme investment into a Victorian financial planning firm as it forecasts multiple deals ahead...

Financial planning

Advisers are likely to look towards self-registration with the regulator rather than a licensee model in the future, but self-licensing is not without its pitfalls, accor...

Financial planning

A major dealer group chair has pointed to advisers rather than licensees becoming responsible for professional indemnity cover....

People & Products

YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....

Financial planning

Wealth management advisory firm, AD Capital Group has announced plans to list this year on the Australian Securities Exchange....

Financial planning

A background paper on the sale of life/risk products provided to the Royal Commission has suggested life/risk advisers recommend in-house products in return for lower dea...

People & Products

Fitzpatricks Private Wealth has extended its Melbourne presence with two new businesses aligning with the dealer group....

Financial planning

ASIC has concluded monitoring dealer group, Lionsgate Financial Group after it imposed additional conditions on the firm’s AFSL in 2013 for failure to ensure its advisers...

Top 100

Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...

Financial planning

A new Money Management survey has revealed that more than half of financial planners don’t believe they are getting value for money from their dealer group and are lookin...

Financial planning

Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....

Financial planning

Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....

Editorial

When it comes to taking home the big bucks in the planning industry, it is experience that counts, the Money Management Salary Survey reveals....

Financial planning

IOOF recruits News Corp executive as new CEO for Shadforth Financial Group....

Financial planning

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago