DEALER GROUP
Financial planning
A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...
Financial planning
The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...
Financial planning
Merrill Lynch Investment Managers yesterday launched its first separately managed account offering in Australia, the Merrill Lynch Customised Portfolio Service, and sever...
Financial planning
Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....
Financial planning
Financial Wisdom believes it is well on the way to growing its team of authorised representatives beyond its target of 400 by the end of the year, after signing up three ...
Financial planning
SRI is continuing to gain momentum, with funds under management in ethical investments reaching $7.67 billion, and AMP Financial Planning and Ethical Investment Services ...
Financial planning
In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...
Financial planning
Perth-based dealer group Western Pacific has purchased a considerable stake in listed financial planning company Snowball Financial, in a move that will give it a strateg...
Editorial
Tower Group spin-off Australian Wealth Management has dramatically lifted its profit forecast following news that the NSW Government would not appeal a decision to excuse...
Financial planning
Babcock and Brown has denied a desire to make a major play into Australia’s financial planning distribution channels was behind its decision last week to significantly in...
Financial planning
Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...
Financial planning
Australian Unity Financial Planning has added three more practices to its network as it rolls out a new business model....
Financial planning
After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...
Financial planning
RetireInvest is on the road to recovery following recent adviser losses, with the dealer group recruiting three new proprietors to boost its franchise numbers to 87 with ...
Financial planning
Capstone Financial Planning has opened its first New South Wales office in Newcastle after recruiting two former Matrix advisers....
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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...