DEALER GROUP
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...
Financial planning
HUB24, the investment and superannuation platform business of Investorfirst, has added two more dealer groups to its client list....
Financial planning
Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....
Financial planning
The Australian Financial Services (AFS) Group has bolstered its presence in Queensland, with the Brisbane-based financial planning practice Alps Network deciding to align...
Financial planning
Count chief Andrew Gale has announced his departure from the dealer group, having resigned from his roles as chief executive officer, managing director and director....
Financial planning
The financial services regulator has raised several concerns with respect to financial advice provided at the Australian Financial Services (AFS) Group, and will impose a...
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Financial planning
Asteron-owned dealer group Guardian Financial Planning has changed its name to Guardian Advice as part of a broader rebrand, and will reposition itself as a risk-focused ...
Financial planning
Almost half of financial planners have received soft dollar benefits from businesses other than their dealer group, but only 7 per cent were given incentives valued over ...
People & Products
ClearView has added five-adviser practice Lambert Investments to its network....
Financial planning
Up to 70 per cent of financial planners have reported approaches by a rival dealer group to switch licensees in the past 12 months, according to a Midwinter survey....
Financial planning
Targeting growth in financial advice will not be the only area of focus for Plan B, according to the dealer group's newly appointed chief executive officer, Andrew Black....
Financial planning
Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....
Financial planning
Australian Financial Services (AFS) is reviewing its approved product list (APL) with a view to dumping unproductive or unsupported products and platforms....
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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...