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DEALER GROUPS
Financial planning
Platforms and wraps have become such an integral part of the financial planning revenue equation that any changes to the regulatory environment are likely to be felt up a...
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
Financial planning
The Commonwealth Bank has changed its process for notifying clients of margin calls in response to the Storm Financial debacle, despite acknowledging the intermediary mod...
Financial planning
Paying planner entitlements from fund managers and life insurers on a daily basis is proving a successful method of attracting new planners to dealer group Synchron, espe...
Financial planning
The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...
Financial planning
Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers....
Financial planning
Dealer groups can play a key role in ensuring better practice in governance and accountability of member firms though their BDMs, according to Graham Peatey, managing dir...
Financial planning
Boutiques warned to appropriately differentiate themselves or risk a damaging homogenisation of the financial services industry....
Financial planning
Dealer groups should actively acquire small struggling member advice firms for the good of the sector rather than allowing the status quo to continue, according to Kenn W...
Financial planning
ING Australia will outsource the investment research for its aligned dealer groups to external providers in an effort to reduce any perceived conflict of interests betwee...
Financial planning
In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Financial planning
Despite dealer groups developing their own software, major software companies control over half the market....
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
Financial planning
Regardless of how a practice or dealer group is remunerated, the most important consideration will always be how they receive, manage and disperse their revenue....
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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...