DEALER GROUP

Financial planning

Both Custom Wealth Solutions and Custom Wealth Solutions Dealer Services Pty Ltd have entered external administration. ...

People & Products

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

Financial planning

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

Financial planning

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

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

Financial planning

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

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

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

Financial planning

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

Financial planning

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

Financial planning

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

Financial planning

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....

Funds management

Independent dealer group GPS Wealth has abandoned its former platform-heavy investment model in favour of MDAs. ...

Financial planning

The departure of Matrix CEO Rick Di Cristoforo has sparked new speculation around the future of the dealer group. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

4 days 16 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 4 days ago
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