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DEALER GROUPS
People & Products
K2 Asset Management has expanded its business for the second time this year and opened a Perth-based office, appointing Steven Bell as regional manager....
Financial planning
While Bennelong Funds Management has typically been favoured by institutional investors, the boutique has flagged increasing interest from the retail sector for its Benne...
Financial planning
Morningstar has added to its fund research team with the appointment of an associate analyst and the promotion of three team members....
People & Products
Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....
Financial planning
The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...
Financial planning
MLC financial advisers are reaping the rewards of transitioning to fee-for-service, with advisers from three of its dealer groups earning the most among non-salaried advi...
Financial planning
Reaching into the scoped advice area is one of the fundamental changes at Hillross, and yet certain reforms could pose a threat, according to new managing director Hugh H...
Policy & Regulation
Mid-tier dealer groups will have to go beyond simply launching badged platforms, which are not necessarily the Future of Financial Advice (FOFA) panacea some were hoping ...
Financial planning
Some volume rebates may survive the Federal Government’s Future of Financial Advice reforms....
Financial planning
Software provider Provisio Technologies has launched a set of customisable online advice tools designed to help super funds, dealer groups and independent financial advis...
Financial planning
The regulators should ensure that non-institutionally aligned dealer groups remain competitive so that advice is not dominated by the banks and industry funds, according ...
Financial planning
Calls for the removal of Approved Product Lists have emerged, with some industry participants claiming they have the potential to erode the quality of advice given to cli...
Financial planning
Colonial First State looking at options following Barrett’s departure to ANZ....
People & Products
ANZ succeeds in luring Paul Barrett from CFS to head ANZ’s advice push....
Financial planning
Not many financial planners and dealer groups have thought enough about the practical implications of fiduciary duty on the actual advice process and systems, says the ma...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...