DEALER GROUP
Financial planning
A growing number of enquiries from planners dissatisfied with the institution's percentage-based fee model has prompted dealer group/accountant firm MCA Financial Planner...
Financial planning
Can be cheaper for planning practice, but confidentiality biggest concern....
Financial planning
Cost is less important than the quality of underlying support when choosing a dealer group, according to a new analysis issued by the Commonwealth Bank....
Financial planning
Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...
Financial planning
Dealer groups are concerned about the need to change their Australian Financial Services Licences as a result of the new rules around margin lending....
People & Products
Former Challenger Financial Services Group chief executive Chris Cuffe has been appointed to the board of directors of dealer group Centric Wealth....
Financial planning
Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....
Financial planning
ING Financial Planning will offer services to self-employed advisers, including the placement of salaried advisers in a business when the owner wants to take a break or s...
Financial planning
Current Government inquiries into adviser remuneration should be broadened to include adviser inbuilt margins from badged platforms, according to Michael Heine, managing ...
Financial planning
Van Eyk Research was the most prominent gatekeeper of approved product lists for the top 20 dealer groups in Australia. While fund managers may not rate them as their pre...
Financial planning
The advisers who will now offer their services to the remaining book of former Storm Financial clients do not accept commissions, nor do they employ gearing strategies, a...
Financial planning
Professional Investment Services is reported to be examining its exposure to various managed investment schemes, and is reportedly meeting with a group of its advisers to...
Financial planning
The group's growth plans continue with the addition of a coastal planning practice owned by husband and wife team Tony and Kylie Davies. The pair plans to add more suppor...
Financial planning
Research conducted by Securitor reveals that a focus on client retention is paying off for advisers....
Life/Risk
An Australian insurance broker believes dealer groups could reduce their insurance costs by using discretionary trusts to insure day-to-day claims....
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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...