DEALER GROUPS
Financial planning
Recent changes to the laws governing platforms, such as an increase to the net tangible asset requirement, will make it harder for dealer groups to bring platform service...
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Financial planning
Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....
Financial planning
Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....
Financial planning
Darren Pettiona has resigned as chief executive of Investorfirst in order to focus on the HUB24 investment platform, the company board has announced....
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Financial planning
Dealer groups will have to look into their relationship-building strategies as consolidation restructures the industry, says ANZ general manager advice and distribution P...
Policy & Regulation
With the mandatory start date of the FOFA reforms deferred to 1 July 2013, dealer groups will have more time to develop a scaled advice offering that works for them, a te...
Financial planning
A new service has been launched aimed at linking dealer groups with financial advice businesses....
Financial planning
The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...
Policy & Regulation
A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...
Financial planning
Hedge fund specialist Blue Sky Alternative Investments has announced that its Blue Sky Apeiron Global Macro Trust has been accepted on BT Wrap....
Financial planning
Lonsec has flagged the launch of a tool to help financial advisers create SOAs....
Funds management
Securitor has launched a new investment research website which gives financial advisers access to product research and market commentary....
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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...