dealer groups

Financial planning

Will cut fees in some places by half in a bid to boost development of planning practices....

Financial planning

Astarra Asset Management reaches $1 billion FUM milestone

Sydney-based asset manager Astarra Asset Management has reached a milestone, managing $1 billion dollars of investors' assets, according to chief executive Shawn Richard....

Editorial

Is research filtering diluting the quality of financial advice?

To what degree should dealer groups filter the data they receive from research houses and what impact is this having on the quality of financial advice?...

Financial planning

Dealer groups without their own products will struggle

There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....

Financial planning

Stop the rivers of gold

Ripoll inquiry urged to stop the commissions rivers of gold and impose a fiduciary duty on planners....

Financial planning

PIS repositioning for future revenue

Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....

Financial planning

Inquiry questions thousand-client practices

It is not possible to prescribe the number of clients in a practice, according to Guardian Financial's Steve Browning....

Financial planning

Planners spurning BOLR offers

Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...

Financial planning

Research house round table: A learning curve that is too steep

The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients....

Financial planning

Research house round table: balancing business interests with integrity

The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table....

Financial planning

Raters wash hands of filtering

Ratings and research houses are uncomfortable with the manner in which some financial planning dealer groups filter their information before it actually reaches financial...

People & Products

BT appoints head of research and product

Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....

Financial planning

Incentives speaking louder than returns

Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...

Financial planning

The end of an era at van Eyk Research

Many eyes will be on the new management team of van Eyk Research in the coming months following the resignation of one of the group's founders, and leading investment thi...