DEALER GROUPS
Financial planning
Will cut fees in some places by half in a bid to boost development of planning practices....
Financial planning
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
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
There is not enough money in providing white label products to planners, according to dealer group Titanium distribution manager Mark Finch....
Financial planning
Ripoll inquiry urged to stop the commissions rivers of gold and impose a fiduciary duty on planners....
Financial planning
Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....
Financial planning
It is not possible to prescribe the number of clients in a practice, according to Guardian Financial's Steve Browning....
Financial planning
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
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
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
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
Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups....
Financial planning
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
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...
Financial planning
FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....
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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...