DEALER GROUP
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
Financial planning
The Australian Securities and Investments Commission has launched civil action on behalf of Westpoint investors against advisory firm Brighton Hall Securities....
Financial planning
The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...
Funds management
Titanium overcomes remuneration set back associated with providing real estate to clients....
Financial planning
South Australia dealer group Financial Planning & Life has gone into voluntary liquidation, partly as a result of a fraud perpetrated by one of its authorised representat...
Financial planning
Will cut fees in some places by half in a bid to boost development of planning practices....
Financial planning
Captstone has conducted a national survey to determine how remuneration changes will impact planning practices within its network....
Editorial
To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...
Financial planning
Philip Kelly becomes executive chairman at Centric after Michael Pillemer's contract is not renewed....
Financial planning
There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....
Financial planning
Eight practices join the Titanium dealer group, bringing its total to 33....
Financial planning
Plan B positions for further growth on Australian east coast and in New Zealand....
Financial planning
Godfrey Pembroke Practice Development Group (GPPDG) is in negotiations with the dealer group's management that may result in significant changes to the dealer group's pro...
Editorial
Prime Financial Group has posted a 55 per cent fall in net profit after tax for the 2009 full year, partly as a result of a 30 per cent fall in financial planning recurri...
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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...