DEALER GROUP

Financial planning

ANZ-owned RI Advice Group has recruited another practice to its network, this time adding Perth-based firm The Wealth Designers....

Financial planning

Count Financial has emerged flush from the public listing of Countplus, and now holds key stakes affecting DKN, PIS and Mortgage Choice....

Financial planning

A Hillross business has been awarded the Advisory Firm of the Year accolade by the dealer group for its ‘future-proof’ business model....

Editorial

Robert Keavney recognises the trend for industry super funds to establish financial advice businesses, like their retail competitors. But he asks the question: Whose mone...

Financial planning

Cross-subsidisation of advice leaves pricing power in the hands of a select few institutions....

Financial planning

Craig Dunn’s AMP was the victor in its heated battle to acquire AXA Asia Pacific, leaving National Australia Bank to lick its wounds....

Financial planning

Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....

Financial planning

BT Financial Group general manager of advice, Mark Spiers, has canvassed the concepts of an adviser register and industry-wide standardised compliance audit procedures as...

Financial planning

Greater flexibility and independence, increasing dealer group fees, and concerns around fulfilling a fiduciary duty are some of the reasons why more advisers are applying...

Financial planning

Countplus float expected to turn average into good for Count bottom line....

Financial planning

Individually managed accounts (IMA) are just an investment process for some industry members, but others believe they could surpass the popularity of managed funds in 10 ...

Policy & Regulation

The industry needs to move beyond telling Treasury why opt-in requirements and banning volume rebates won’t work and start offering solutions to the problems, accor...

People & Products

A week after being acquired by Nikko Asset Management, Tyndall Investments has begun reshuffling its team....

Financial planning

Other institutions will have to emulate Colonial First State’s limited advice model, according to Provisio’s Cameron O’Sullivan....

Financial planning

Former Aviva Australia chief executive Allan Griffiths has resurfaced with the company in Singapore....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

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

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 12 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 15 hours ago
moneymanagement logo