DEALER GROUP
Financial planning
A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
Superannuation
Securitor has developed an offering to help accountants continue to provide SMSF-related services....
Financial planning
Lonsec has flagged the launch of a tool to help financial advisers create SOAs....
Financial planning
In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...
Financial planning
In an effort to enhance business-to-business and business-to-client relationships, Australian Financial Services Group Limited' (AFS) has backed mobile technology as the ...
Financial planning
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Financial planning
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Financial planning
As more and more financial advisers turn to technology to enhance their business operations, a new mobile communication platform is helping to improve dealer group busine...
Funds management
The Bank of Melbourne is offering a wealth management review to its general banking clients...
Financial planning
Specialist financial services technology provider Omnium announced this week it had made all its iPhone and Android applications for life insurance comparisons free....
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Since its establishment in February this year, MLC's retirement solutions team has grown to 10 people. Of those, eight were recruited straight from AXA....
Financial planning
Ongoing consolidation remained a central theme for the financial services industry in 2011, with big names such as Lonsec, Count Financial, DKN Financial Group and ING In...
Financial planning
Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...
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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...