DEALER GROUP
Financial planning
Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....
People & Products
Andrew Wheeler’s 15 year tender as the face of Lonsdale is about to come to an end as he takes a step back from day-to-day management of the dealer group....
Financial planning
Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....
Financial planning
Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....
Financial planning
The man responsible for establishing AMP’s salaried financial planning arm Grant O’Riley has left AMP to take over as managing director of IOOF financial planning arm Win...
Financial planning
Mercantile Mutual has rebranded its life insurance broking arm into a dealer group, AustAdvis-ers, in a bid to attract planners seeking a solution to licensing changes sl...
Financial planning
The recently announced mega-mergers in our industry have made me wonder is bigger better, and if so for whom? ASIC believes bigger makes their job easier. They are raisin...
Financial planning
While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...
Financial planning
Zurich is to secure the 20 per cent of Lonsdale it does not already before offering shareholdings to Lonsdale’s 100 advisers....
Financial planning
While employing salary based financial planners is experiencing something of a boom at the moment, the concept is nothing new. JASON SPITS speaks to one group taking a di...
Financial planning
In an episode of the cult television cartoon, The Simpsons, mother Marge buys into a pretzel cart franchise for $500....
Financial planning
"No, but we have a dealership agreement with planners which sets out business between us as the dealer group and our proper authority holders....
Financial planning
Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...
Financial planning
Ian Showman has vacated his post as managing director of Godfrey Pembroke to take up a new post within the Lend Lease group as chief executive of its new outsourcing serv...
Financial planning
Like all small business people, financial planners would like to broadcast their serv-ices across the rooftops. Sam Walker investigates whether anyone is really listening...
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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...