DEALER GROUP
Financial planning
Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...
Financial planning
A second financial planning practice has joined the Macquarie-owned dealer group Lachlan Wealth Management, strengthening the dealership’s standing within the financial a...
Financial planning
The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...
Financial planning
Challenger-owned dealer group Genesys Wealth Advisers is looking to Australia’s high school students to find the next generation of financial planners....
Financial planning
Financial planning dealer groups may end up being liable for a portion, if not all of the damages awarded to the investors who are in the process of taking legal action a...
Financial planning
ANZ Financial Planning will be the first dealer group to pilot a new, online client management solution for financial advisers....
Financial planning
Australia’s biggest dealer group, AMP Financial Planning, has endorsed the Financial Planning Association’s principles on conflicts of interest by forming a taskforce to ...
Financial planning
Lonsdale Financial Group has increased its existing dealer group base to 79 practices and 174 planners by signing up three new planning practices and one risk insurance a...
Financial planning
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
Financial planning
Improved cash earnings and funds under management and administration have delivered record half-yearly results for IOOF, with net profit after tax jumping 64 per cent to ...
Financial planning
Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...
Superannuation
In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...
Financial planning
BT Financial-owned dealer group Magnitude has recruited its first practice, following its launch in August last year....
Financial planning
Sixteen planning practices in the Financial Wisdom network have entered a program of business coaching and consulting through the dealer group’s Enterprise 121 operation,...
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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...