DEALER GROUPS

Financial planning

Boss Software International and Plan for Life have teamed up to form Planned Research, a joint venture company that will provide the financial services industry with info...

Financial planning

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

Financial planning

The Victorian Government’s call for financial planning services for up to 100,000 public sector super members is the most prominent example of what is destined to become ...

Financial planning

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

Financial planning

More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....

Financial planning

AXA is on the prowl for dealer groups to boost its distribution network, group chief executive Les Owen has confirmed....

Financial planning

Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...

Financial planning

Louise Biti has relocated within the ING camp to manager of technical strategy for ING Financial Planning (INGFP), broadening her previous role as RetireInvest technical ...

Financial planning

The Association of Independently Owned Financial Planners (AIOFP) has set up a master trust service for its member groups. ...

Financial planning

Australia’s four biggest banks have stamped their dominance on the funds management industry, taking four spots in the top ten inflows for the three months to the end of ...

Financial planning

Fiducian has unveiled ambitious plans to build one of Australia’s biggest financial planning groups....

Financial planning

Australia’s four biggest banks have stamped their dominance on the funds management industry, taking four spots in the top ten inflows for the three months to the end of ...

Financial planning

ING Financial Planning (INGFP) will roll out an electronic distribution and service channel over the coming months in a process scheduled to take two years....

Financial planning

Advisor Investment Services and Bleakleys are to join together under a new banner, Partnership Planners, from early next month....

Financial planning

APIR Systems has received a significant boost to extend its identification system to with a hefty capital injection from the ACT and Federal governments....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago