dealer group

People & Products

Affinia Financial advisers hires business consultants

TAL-backed national dealer group Affinia Financial Advisers has recruited two business consultants to round out its consultancy team....

Financial planning

Bombora recruits PRP

Bombora Advice recruits risk-focused Personal Risk Professionals. ...

Financial planning

New dealer group picks up another practice

Newly-formed boutique dealer group Bombora Advice has picked up a Queensland life risk firm as it eyes two other practices expected to sign later this month....

Financial planning

WB Financial re-jigs SMA platform

h Financial planning dealer group WB Financial has partnered with specialist financial services provider Praemium to relaunch its separately managed account (SMA) platfor...

Financial planning

YBR confirms Vow Financial acquisition

YBR confirms its move to acquire Vow Financial, including acceptance of major shareholder Macquarie Bank....

Financial planning

Making the choice between an aligned or non-aligned group

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

Financial planning

The importance of good leadership in a dealer group

No one would deny that the role of a leader in business is critical. It defines a business’ culture, staff retention, customer satisfaction – and in the end its growth an...

Financial planning

Vertically integrated advice vs self-licensing and non-aligned advice

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

Financial planning

Vertically integrated dealer groups - weighing up the pluses and minuses

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

Financial planning

'Benign instos’ on the rise

The big institutions are dropping their product push mentality to attract more advisers. ...

Financial planning

Infocus gets rid of insto ownership

Infocus Wealth Management buys back MLC’s share of the business....

Financial planning

Premium Wealth gains momentum with new member

Independent dealer group Premium Wealth Management is slowly growing its member footprint with a new acquisition after it was “grounded” last year by regulatory reform....