dealer groups

Financial planning

Money Management Investment Research Survey

Money Management's recent Rate the Raters survey found while most ratings houses were well regarded by dealer groups there were some mixed views on the varying business m...

Life/Risk

PI insurance needs to change

The way professional indemnity (PI) underwriters assess a financial planner's risk coupled with ambiguous regulatory guidelines means a fresh approach to product regulati...

Financial planning

Rice Warner clarifies $11 opt-in cost

Rice Warner has responded to criticism from segments of the financial planning industry over its findings that opt-in would cost $11 per client with a clarification over ...

Financial planning

Top 100 Dealer Groups table available online

Due to an error in the manner data was supplied for the tabulation of Money Management's Top 100 Dealer Groups tables published in our edition of 28 July 2011, a correcte...

Financial planning

AFS works with AIOFP on MDA

Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....

Financial planning

Rice Warner to justify $11 cost of opt-in

Rice Warner will present a submission explaining how it arrived at the contentious $11 per client cost of opt-in that was quoted by Financial Services Minister Bill Short...

Financial planning

Netwealth overhauls investment menu

Platform provider netwealth has announced a major overhaul of its investment menu, adding 39 new investment options and removing 21 funds on behalf of advisers and dealer...

Financial planning

AXA groups swap VisiPlan for XPLAN

AXA's aligned dealer groups are migrating from VisiPlan to the IRESS wealth management platform XPLAN, IRESS has announced....

Financial planning

Lonsec out in front of competing researchers

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

Financial planning

Buy-back contracts under scrutiny

Despite moves in the industry to remove perceived conflicts of interest, questions still remain about 'buyer of last resort' (BOLR) contracts between dealer groups and th...

Financial planning

Think like an institution, says Mercer

Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...

Funds management

Clearview to launch wealth management platform

Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial First State (CFS) Custom Solutio...

Rate the raters

Lonsec sets a cracking pace for competing researchers

A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....

Rate the raters

Lonsec maintains its lead over rival ratings houses

Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...