DEALER GROUP

Financial planning

Australian Financial Securities (AFS) is a dealer group with a difference, carving out the niche of venture capital raising within the financial services industry. Nicole...

Financial planning

Alienation of personal services income is a bomb ticking beneath the financial planning industry. ...

Financial planning

The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...

Financial planning

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

Financial planning

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

Financial planning

At least 50 risk advisers are set to meet in Sydney later this month to develop a co-operative style dealer group....

Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

Financial planning

Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...

Financial planning

The Financial Services Reform Bill reforms will have a significant impact on the operations of life insurance agents. Nicole Szollos looks at some of the changes already ...

Financial planning

Without doubt, the biggest news in the financial planning business over the past two years has been the rise and rise of the consolidators....

Life/Risk

Financial planning groups are lining up to launch their own risk insurance master trusts. ...

Financial planning

Why would a dealer group set up their own master trust when there are plenty available out of the box? <B>Kate Kachor</B> looks at three different answers to this questio...

Financial planning

The amount of conferences and seminars run each year can create a huge demand on advisers. Jason Spits asks if the benefits are worth the effort....

Financial planning

Since the appointment of Winchcombe Carson’s first managing director four months ago, the Melbourne financial planning group has undergone a big shake-up....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

4 days 16 hours ago

The Financial Advice Association Australia has implored advisers to reevaluate their exposure to AML/CTF obligations ahead of new reforms that will expand their complianc...

3 weeks 4 days ago
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