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Financial planning
Count Financial has outsourced its paraplanning services to Outplan....
Financial planning
Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...
Financial planning
Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...
Financial planning
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
Financial planning
ANZ-owned dealer group Millennium3 Financial Services has withdrawn its principal membership of the Financial Planning Association....
Financial planning
AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....
Financial planning
ipac Equity Partner’s wins Dealer Group of the Year Award based on the positive perceptions created by its business model....
Financial planning
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
Funds management
The take up of exchange traded funds (ETFs) is still low in the adviser community, despite their increasing use by direct and self-managed super fund investors....
Financial planning
Tailored, white label structured solutions are in demand with dealer groups and boutique fund managers wishing to gain access to broader asset classes and differentiate t...
Financial planning
DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...
Financial planning
Industry reforms may lead to changes in adviser recruitment strategies....
Financial planning
Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...