ANZ Financial Planning is to turn off trail commissions for its advisers....

AMP Financial Planning has offered rectification to about 1,500 clients affected by an enforceable undertaking the dealer group gave to the Australian Securities and Inve...

PIS Canada is set to double its business by December....

At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...

In an effort to improve its practice management framework, a leading financial planning practice in the Genesys Wealth Advisers dealer group has installed a new human res...

The nation’s largest financial planning dealer group, Professional Investment Services (PIS), has entered an agreement to purchase the external advisory business of Bongi...

In addition to its expansion via acquisition, Professional Investment Services (PIS) has also announced it is courting more accountancy practices in a push to expand its ...

The holding company of Professional Investment Services has sought external help in determining the future direction of the dealer group, which could include listing on t...

Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts....

Principal Global Investors’ aggressive expansion strategy in Australia has boosted its presence on financial planning dealer group approved product lists from 14 to 32 in...

Dealer group Total Financial Solutions Australia (TFSA) has renewed its partnership with platform Oasis Asset Management, extending their contract for another five years....

Having established a group of specialist insurance advisers as part of its operations, Ipac Securities is now looking to establish its presence in the risk arena and furt...

Meritum Financial Group has rolled out Dealer Management System’s DMS Advisor Online product to more than 90 of its advisers nationally....

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