DEALER GROUP
Financial planning
Magnitude Financial Planning, the dealer group owned by BT Financial Group, has launched a new computer-based application that will automate the marketing process for adv...
People & Products
The board of Deakin Financial Services, the former financial planning arm of DKN Financial Group, has appointed Ferrier Hodgson as administrators to manage the entity’s a...
Financial planning
Australian Financial Services Group is to undergo a major restructure as a strategic measure to ensure the dealer group maintains continued growth, profitability and stre...
Financial planning
Financial Wisdom’s initiative to provide clients with discounts on health, lifestyle and retail services has already made its mark, with one adviser citing 150 new hits t...
Financial planning
The IOOF -owned, newly branded financial planning dealer group Consultum Financial Advisers has added the Western Australian-based advisory practice Prosperity Partners t...
Financial planning
RetireInvest is on the verge of making a decision about the planning software direction it will be heading in for the coming years, after assessing the latest software av...
Financial planning
It has been almost one year since ANZ Financial Planning universally adopted fee-for-service, but despite the majority of its new clients choosing the payment method over...
Life/Risk
Genesys Wealth Advisers is paving a new path for Australia’s risk insurance industry with a process designed to speed-up and simplify the underwriting process....
Financial planning
The 2006 Financial Planners Report, compiled by AC Nielsen, has revealed the majority of advisers believe their dealer groups are providing them with good support and ser...
Financial planning
A West Australian-based risk adviser has criticised the regulator in a submission to a Federal Parliamentary inquiry for an alleged bias in favour of industry funds in ta...
Financial planning
The recent merger between Vector Financial Services and Financial Services Partners has allowed the dealer group to establish a Centre of Technical Excellence in its Melb...
Financial planning
Independent financial planning dealer group Centric Wealth is currently in the process of reviewing its platform offerings for clients with a view to formulating one plat...
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MARKET INSIGHTS
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...