DEALER GROUP
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....
Financial planning
With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...
Financial planning
Storm investors who will receive the $82.5 million settlement from Macquarie Bank will have to acknowledge that the bank did nothing wrong....
Financial planning
Advisers are focused on compliance in the lead-up to the FOFA deadline at the expense of marketing and business development, says The Advice Exchange....
Financial planning
Lifespan denies it has been subject to closer ASIC scrutiny because it recruited former Morrison Carr advisers....
Financial planning
The last six months have seen the emergence of a new crop of buyers with in-house products, according to financial planning practice broker Stephen Prendeville....
Financial planning
A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....
Financial planning
Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...
Financial planning
Matrix withdraws from sale process and plots expansion based on review....
People & Products
Following its decision to merge with financial advisory firm Tynan Mackenzie late last year, ipac has appointed Eric Gibson, Nick Brinkworth and Craig Weber as general ma...
Editorial
With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...
Editorial
IOOF points to synergies from DKN and Plan B acquisitions after reporting a 28 per cent profit slide....
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Financial planning
Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exem...
People & Products
Dealer group Financial Planning Services Australia (FPSA) has announced a restructure of its executive team ahead of plans to grow its advice and distribution proposition...
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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...