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Financial planning
Former Australian Financial Services chief executive Peter Daly will step into the top job at the newly formed Beacon Financial Group following the pending merger of The ...
Financial planning
The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...
Financial planning
AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....
Financial planning
Count adds new firms to its network while delivering on platform fee reductions, a shorter SOA and new fee disclosure arrangements....
Financial planning
The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....
Financial planning
It was hard for Tim Steele to leave AMP Horizons – a business he developed as part of the group – but he tells Money Management he is excited about the opportunity to lea...
People & Products
Suncorp-owned dealer group Guardian Advice has made a number of senior appointments including Mark Kevin as NSW/ACT state manager....
Editorial
Mike Taylor explains the writing was on the wall long before the announcement of a number of practices leaving the AFS Group....
Financial planning
PIS CEO Pete Walther is stepping down after 18 months with the company....
Financial planning
Centrepoint Alliance managing director Tony Robinson departs the business and will be replaced by John De Zwart....
People & Products
Former Commonwealth Financial Planning executive manager, Nathan Stanton, will head up Western Pacific Financial Group - a dealer group owned by SFG Australia....
Financial planning
Research company Tepana Financial Indices has entered into a partnership with My Dealer Group to launch what it is describing as a suite of indices to provide licensees w...
Financial planning
AMP-owned dealer group ipac is is looking to further tap into the accumulator client segment by building advice capabilities to support this market. ...
Financial planning
Industry commentators claim low-cost dealer groups could be an accident waiting to happen....
Financial planning
More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...