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DEALER GROUP
Financial planning
The top financial planning firms are also the fastest growing....
Financial planning
ANZ Financial Planning is to turn off trail commissions for its advisers....
Financial planning
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...
Financial planning
PIS Canada is set to double its business by December....
Financial planning
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...
Financial planning
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...
Financial planning
The nation’s largest financial planning dealer group, Professional Investment Services (PIS), has entered an agreement to purchase the external advisory business of Bongi...
Accounting
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 ...
Financial planning
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...
Financial planning
Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts....
Financial planning
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...
Financial planning
Dealer group Total Financial Solutions Australia (TFSA) has renewed its partnership with platform Oasis Asset Management, extending their contract for another five years....
Financial planning
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...
Financial planning
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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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...