DEALER GROUP
Financial planning
The FSP Group has unveiled its ambitions for growth at its prestige partner meeting, declaring an aspiration to double the value of the business by September 2008....
Financial planning
Ipac Securities has signed another financial planning practice through its unique equity partnering program, bringing the number of practices that have joined the financi...
Financial planning
Westpac Financial Planning’s advisers will target the over-55 demographic in a concerted effort to capitalise on the proposed superannuation concessions stemming from las...
Financial planning
Australia’s largest financial planning group, Professional Investment Services, has signed a deal with Skandia that gives the dealer group the green light to provide weal...
Financial planning
South Australian-based MGF Consulting Group has launched a new business aimed at accommodating independent financial advisers who believe they are not receiving enough su...
Financial planning
AAA Financial Intelligence, formerly AAA Financial Group, has revealed it is looking to form up to five other strategic alliances as a means to gain greater critical mass...
Financial planning
Financial Services Partners has undertaken a new marketing exercise to strengthen its brand aimed at rewarding the top clients of its advisers through the provision of a ...
Financial planning
Meritum Financial Group has snared two long term Winchcombe Carson adviser practices in Melbourne....
Financial planning
Bridges has bought the financial planning arm of three Sydney-based credit unions for an undisclosed sum....
Financial planning
The Commonwealth Bank-owned dealer group Financial Wisdom has enhanced the support function for its authorised representatives as part of the new remuneration model it im...
Financial planning
Financial advisers pose a considerable cost to their dealer group, with the average revenue they generate equating to a $5,000 cost per advisory business, according to re...
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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...