DEALER GROUP
Policy & Regulation
OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...
People & Products
Australian Financial Services Group Limited (AFS Group) has announced the appointment of Meaghan Unsworth to the newly created role of head of strategic development....
Rate the raters
A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....
Financial planning
Australian Unity Personal Financial Services has reached $1 billion in funds under advice, a two-fold increase over the past year....
Financial planning
Financial Planning Association chief executive Mark Rantall has labelled recent Industry Super Network research 'unrealistic' and 'manipulative', while ClearView and AMP ...
Financial planning
Snowball is undertaking a detailed review of its customer relationship management system, client administration and reporting platforms, which the group said was part of ...
Financial planning
ClearView’s rapid growth in planner numbers and its high FUA per planner ratio has seen it named Dealer Group of the Year, writes Mike Taylor....
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...
Financial planning
ClearView and AMP Financial Planning have taken out Money Management's 2011 Dealer Group of the Year Awards....
Policy & Regulation
The Government's proposed Future of Financial Advice (FOFA) reforms are likely to cause a fundamental restructuring of the financial advice sector, with larger institutio...
Editorial
With the recent one-year anniversary of Julia Gillard toppling Kevin Rudd as Prime Minister and leader of the Federal Parliamentary Labor Party, the Australian financial ...
Financial planning
Shadforth Financial Group and Snowball Financial Solutions have completed the first stage of their planned merger, with more than 90 per cent of holders in Shadforth acce...
Financial planning
Plan B begins recruiting to fill newly created CEO role....
Financial planning
Suncorp-owned dealer group Guardian Financial Planning has formed a partnership with the Association of Financial Advisers (AFA), joining the AFA's Licensee Partnership P...
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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...