DEALER GROUP

Financial planning

Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....

Financial planning

AMP has used an ASX briefing to declare that inorganic acquisitions are not a “must do”....

Financial planning

The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...

Financial planning

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

Financial planning

It’s logical that the financial planning sector would seek better accountability from product providers and researchers....

Financial planning

Independently owned dealer group Wealthsure has emerged as the fastest-growing dealer group by adviser numbers in the Money Management 2010 Top 100 Dealer Group survey, w...

Financial planning

After the ownership changes of recent years, Genesys Wealth Advisers is now paying full attention to its member firms....

Financial planning

Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...

Financial planning

The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....

Financial planning

Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...

Financial planning

AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....

Financial planning

ipac Equity Partner’s wins Dealer Group of the Year Award based on the positive perceptions created by its business model....

Financial planning

AXA-owned dealer group Genesys Wealth Advisers is offering close to 10 per cent equity in the business to advisers as it seeks to align advisers' interests with the broad...

Life/Risk

ING-owned dealer group RI Advice Group has restricted the number of insurers on its Approved Product List to six preferred insurers....

Financial planning

If ratings house activity and dealer group caution is any guide, the Australian agribusiness managed investment scheme sector has reached a watershed....

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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’...

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 10 hours ago

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

1 day 13 hours ago
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