DEALER GROUP

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....

Financial planning

Elders Financial Planning outlines growth ambitions as it leverages its rural connections....

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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 1 week ago

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

2 months 1 week 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 2 weeks ago

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

1 week 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
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