dealer groups

Financial planning

Dealer groups turning away planners

Dealer group heads deny playing a numbers game and admit to turning away some planners....

Financial planning

FPA referral deal with Cbus

FPA links to industry fund on referrals to FPA Professional Practices....

Editorial

Singing from the same hymn sheet

Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...

Financial planning

Advisers cautioned on over-promising dealer groups

Financial advisers looking to join a dealer group need to make sure those groups can deliver on their promises, according to My Dealer Group founder Anne Fuchs....

Editorial

WealthSure: behind the scenes

Milana Pokrajac takes a look at the troubled dealer group WealthSure, its history and its plan to change what the regulator deemed a bad compliance culture. ...

Editorial

Researching research houses

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

Financial planning

Avoid dealer groups offering incentives

Dealer groups offering cash incentives to advisers to join their business should mostly be avoided due to lack of clear value proposition, according to Anne Fuchs, direct...

Rate the raters

Morningstar rises up and over rivals

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

Rate the raters

What financial advisers want from research houses

The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...

Financial planning

AFSL support services in high demand

Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...

Funds management

Morningstar wins Research House of the Year crown

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

Financial planning

Why finding quality licensees is easier than ever

Thanks to the best interests duty financial advisers now have a better chance then ever to identify quality licensees, writes Anne Fuchs. ...

Funds management

Macquarie Wrap grows FUA

Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....