DEALER GROUPS

Financial planning

The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive gro...

Expert Analysis

Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....

Financial planning

A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...

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Financial planning

The question is being asked about whether advisers will vote with their feet or look to self-licensing as they confront higher dealer group fees moving into 2021....

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Financial planning

Two boutique dealer groups, Spark Financial Group and Aura Wealth Australia, have announced they have signed binding agreements to merge. ...

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Financial planning

The Australian Securities and Investments Commission has foreshadowed court action in the wake of a review of fee disclosure statements and renewal notices which uncovere...

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People & Products

Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....

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Financial planning

The buyer of last resort process is more complicated than advisers might expect as some licensees are focusing on where they can manoeuvre away from the agreed valuation,...

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Financial planning

Infocus has emerged amongst the financial planning dealer groups touting to accommodate departing bank planners who choose to become self-employed....

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Financial planning

Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....

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Financial planning

Dealer groups are looking to grow their footprints on the back of the influx of advisers expected from the changes at AMP, the Commonwealth Bank and elsewhere....

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Financial planning

The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....

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People & Products

Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....

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Financial planning

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

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Financial planning

As rumours swirl about the demise of the dealer group, ClearView has announced an offering that would give financial advisers who want their own AFSL access to the compan...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

16 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

1 day 23 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

1 day 23 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 17 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 1 day ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago