DEALER GROUPS
Financial planning
Dealer groups are continuing to support calls for a unified industry voice despite concerns about how a potential merger between the FPA and the AFA would work....
Financial planning
The potential ban on volume rebates will be a cause of concern for a number of dealer groups currently dependent on their payment for survival....
Financial planning
Almost one-third of financial advisers are considering switching licensees within the next five years, with a quarter of those looking to establish their own AFSL, accord...
Financial planning
Advisers need to be more confident about their value propositions for life insurance, according to the chief executive of Tower Australia, Jim Minto....
Financial planning
Further regulatory change may have the same impact on planner exits as the introduction of the Financial Services Reform Act....
Financial planning
BT-owned dealer group Securitor is targeting growth, looking to hit 600 advisers within the next three years, according to BT's Neil Younger....
Superannuation
Fiducian's new self-managed super fund (SMSF) service has become the core of its administration platform....
Financial planning
SELECT Asset Management has launched its Customised Portfolio Solutions with a view to putting investors' interests first and addressing what it considers to be structura...
Editorial
Financial planners and dealer groups should take advantage of uncertain economic times and show leadership, writes Todd Kardas....
Financial planning
AFS has withdrawn from acquisition talks with another dealer group, with negotiations breaking down over the disclosure of profitability information....
Financial planning
Dealer group Synchron has raised concerns about the provisions of an agreement associated with the transfer of two financial planners from Guardian Financial Planning....
People & Products
Darelle Jenkins has been appointed as national manager, AdviserNETgain, effective from February 8....
Financial planning
Advisers have found in recent years that when it comes to legal matters, the buck stops with them. But are dealer groups being held accountable for their role?...
Financial planning
The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....
Financial planning
The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....
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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...