DEALER GROUP
Funds management
The founder of Count Financial, Barry Lambert, has been awarded Money Management’s Lifetime Achievement Award for 2012....
Funds management
AMP-aligned dealer groups appear to have faced a tough period, with all bar one reporting negative cash-flows in the first quarter of 2012....
Financial planning
RI Advice Group has rejigged its financial adviser agreements, adopting a 'practise what you preach' mentality when it comes to fee for service....
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
Once the dust has settled on the current round of industry reforms, the dealer group as we know it may cease to exist, according to senior financial financial advice figu...
Financial planning
Financial advisers seeking more independence in providing a broader range of products and services need to take a pragmatic approach when making the decision to switch li...
Editorial
Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....
Financial planning
Lifestyle Financial Services has become the third practice to join Commonwealth Bank-aligned dealer group Financial Wisdom....
Financial planning
Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....
Financial planning
ClearView Wealth has expanded into the independent financial adviser market with the acquisition of three IFA practices....
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Financial planning
Dealer groups will have to look into their relationship-building strategies as consolidation restructures the industry, says ANZ general manager advice and distribution P...
Financial planning
Count Financial chief executive David Lane has strongly denied the dealer group has become a captive of the Commonwealth Bank's size and product set....
Financial planning
ANZ-owned dealer group Financial Services Partners is looking to attract new advisers to its licence with a range of services under the new 'FSP DNA' brand....
Financial planning
A new service has been launched aimed at linking dealer groups with financial advice businesses....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...