DEALER GROUP
Financial planning
In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...
Financial planning
Financial services dealer group Securitor plans to roll out a new structured business development planning tool aimed at driving planning practice profitability....
Financial planning
Financial planning dealer group Australian Financial Services Group has signed a heads of agreement to acquire a strategic stake in The Salisbury Group for an undisclosed...
Financial planning
ING dealer group Millennium3 has acquired Adelaide-based national dealer group Mawson Group, following approval of the transaction by Mawson shareholders yesterday....
Financial planning
The St George owned financial planning dealer group Securitor has announced a change in its senior management structure, with Neil Younger taking over from Sean West as t...
Financial planning
An additional five financial planning practices are set to join Magnitude Financial Planning, the dealer group owned by BT Financial Group, in a move that will boost its ...
Financial planning
RetireInvest has become the latest financial planning dealer group to implement Dealer Management Systems’ Adviser Online application across its authorised representative...
Financial planning
In line with what was announced in the reporting of its financial results for 2006, AFS Group has revealed the names of the five practices appointed to the dealer group t...
Financial planning
Austral Credit Union members will now be able to satisfy their financial planning requirements after IOOF agreed to provide this service for Austral....
Financial planning
Ord Minnett will move to further beef up its presence in the Australian asset management market by leveraging off its long-standing relationship with shareholder JP Morga...
Financial planning
Describing last year as a milestone for the dealer group, Australian Financial Services Group chief executive Peter Daly has announced strong preliminary financial result...
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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...