DEALER GROUP
Financial planning
A bid has been made for the Australian Financial Services group (AFS), but at this stage the identity of the bidder remains a well-kept secret....
Financial planning
Almost one-third of financial advisers are considering switching licensees within the next five years, with a quarter of those looking to establish their own AFSL, accord...
Financial planning
Further regulatory change may have the same impact on planner exits as the introduction of the Financial Services Reform Act....
Financial planning
BT-owned dealer group Securitor is targeting growth, looking to hit 600 advisers within the next three years, according to BT's Neil Younger....
People & Products
Count Financial CEO Andrew Gale has taken a board seat after being formally appointed as managing director of the company....
Financial planning
Adviser-owned dealer group Australian Financial Services (AFS) has launched a new unified managed (UMA) service in conjunction with technology company OneVue and superann...
People & Products
Sentry Group has confirmed its appointment of HUB24 to provide unitised managed accounts and complementing services....
Financial planning
The consulting firm Radar Results has announced that it has seen an increase in the number of sellers of financial practices coming to market in 2010, proving buyer advoc...
Financial planning
Advisers at Genesys Wealth have expressed their frustration over a perceived lack of support from the AXA-owned dealer group....
Financial planning
ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group....
Financial planning
Adviser-owned dealer group Matrix Planning Solutions has argued it's time for the FPA and the AFA to become one entity....
Financial planning
Genesys Wealth Advisers put in place an 'adviser growth incentive scheme' in the final months of last year, which encouraged member firms to sign on support staff and rec...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Financial planning
AFS has withdrawn from acquisition talks with another dealer group, with negotiations breaking down over the disclosure of profitability information....
People & Products
Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....
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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...