DEALER GROUPS
Financial planning
In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
Financial planning
The answer to the above question has been drawn out in the editorial pieces but it does lead to a further question: How did Money Management find out which groups have gr...
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Financial planning
Ranking fourth in the Money Management Fastest Growing Dealer Groups Survey, ANZ Personal Advisory Services had grown the number of planners in the group in the year endi...
Financial planning
Word of mouth and a sound business model have been the key drivers in the recent growth of National Australia Group owned dealership Garvan Financial Planning, according ...
Superannuation
RetireInvest is on the up and up – and they want you....
People & Products
The general manager of RetireInvest, David Phelan, will leave the group at the end of this week, bringing to a close nearly seven years with the group....
Financial planning
International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...
Financial planning
Sydney-based dealer group Premium Accounting has signed on with Adviser Resource Centre (ARC) in a deal that pushes the number of dealer groups signed to the service this...
Financial planning
AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...
Financial planning
Agribusiness group Willmott Forests has surpassed its 2002 end of financial year sales result of $7.0 million with two months left to run till the 2003 year end....
Financial planning
The Financial Service Reform Act will not change community perceptions of financial planners nor will it stop people from being dishonest according to International CFP C...
Financial planning
Lonsdale Financial Group has signed up Australian Skandia’s platform, Skandia One - the second group to take the platform on board since its launch two months ago....
Financial planning
Ipac Securities is expanding its business reach to cover the Brisbane financial planning market, after announcing plans to open an office there this month....
Never miss the latest news and developments in wealth management industry
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...