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Financial planning
Some of Australia’s biggest investment research contracts have changed hands in recent weeks, and there could be more changes in the pipeline....
Financial planning
Van Eyk Research has lost another key contract, with BT Financial Group handing the investment research mandate for dealer groups Westpac Financial Planning and Magnitude...
Financial planning
A key focus of BT Financial Group’s newly appointed head of dealer groups, Matt Englund, is helping advisers articulate their client value proposition....
Financial planning
Count Financial expects that its strategic software partnership with Iress Market Technology will result in a 50 per cent increase in productivity of the advice process, ...
Financial planning
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Financial planning
Australian Financial Services chief, Peter Daly has questioned the viability of some institutional dealer groups....
Financial planning
Dealer groups, including those owned by Colonial First State and BT, are investing more in their internal research teams as part of a broad move to take greater responsib...
Financial planning
Financial planning dealer groups with listing ambitions face a number of major issues, according to Bell Potter client adviser, Romano Sala Tenna....
People & Products
Following the resignation of Neil Younger and his move to Commonwealth Financial Planning, BT Financial Group has appointed Matt Englund to head dealer groups. His positi...
People & Products
Securitor's Neil Younger has been recruited as general manager of Commonwealth Financial Planning....
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...
Financial planning
Challenger has put forward a so-called five-point restructuring plan for its 25-year-old Howard Mortgage Fund....
Financial planning
New model portfolio capability is one of further improvements that will lead to a new generation wrap, according to Macquarie Wrap....
Financial planning
Securitor is looking to acquire advice practices that are shifting towards a fee for advice structure, regardless of their business model or current remuneration structur...
Financial planning
Dealer Group Advisers director Andrew Wheeler points to research that suggests the Government has overestimated the level of volume rebates received by advisers, and whet...
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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...