DEALER GROUP

Financial planning

Fortnum recruits Sal Torrisi to lead its invesetment administration arm....

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Financial planning

Australian Unity has completed its acquisition of dealer group, Premium Wealth Management....

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Financial planning

Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....

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Financial planning

AMP has announced the rationalisation of Genesys with member firms being given the opportunity to transition to other AMP licensees....

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Financial planning

Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....

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Financial planning

Clearview announces new management structure in wake of Matrix acquisition....

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Financial planning

Financial services group Spring FG says it will never be pursuing a dealer group model again after a “bitter experience” with a rogue licensee last year. ...

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Financial planning

Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...

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Financial planning

Synchron has warned that independent licensees are under threat from double taxation as State treasuries pursue payroll tax....

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Financial planning

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

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Financial planning

Proposals to introduce a ‘restricted advice’ label would help to bring transparency to the financial advice consumers Infocus managing director Rod Bristow believes....

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Financial planning

Dealer group Libertas Financial Planning expands its dealer services model to accountants and signs first accountancy practice to the service....

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Financial planning

TFS rewards Countplus with a further planning network growth and the taking of strategic stakes in member practices....

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Financial planning

Australian Unity planning chief executive points to adviser backlash against vertical integration....

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Financial planning

Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

1 day 18 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

1 day 19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

1 day 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago