DEALER GROUP
Financial planning
The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients....
Financial planning
The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....
Financial planning
Shadforths Financial group has followed up the merger and rebranding of its 12 foundation advice firms on July 1 with the launch of a dealer services business, Third Part...
Financial planning
'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Fina...
Top 100
AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....
Top 100
MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
Top 100
More financial planners than ever work under a dealer group model – and groups that have experienced a dip in planner numbers plan to reverse that trend....
Editorial
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Financial planning
The removal of payments such as volume rebates will see many of Australia's largest dealer groups collapse, unless they restructure to offer their own products or run int...
Financial planning
Growing use of ROAs could render SoAAs redundant....
Financial planning
The owner of one of Australia's largest dealer groups has recommended all AFSLs be required to periodically report to the regulator on a range of issues relating to their...
Funds management
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Financial planning
Dealer groups will need to reinvent themselves to survive, writes DAVID FOX....
Financial planning
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
Financial planning
Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...
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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...