DEALER GROUPS

Top 100

Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....

image
Financial planning

Money Management has partnered with Tepana Financial Indices to bring you the 2013 Independent and Institutional Dealer Groups of the Year. ...

image
Financial planning

Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...

image
Financial planning

The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....

image
Financial planning

While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...

image
Financial planning

More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....

image
Financial planning

ASIC raises the bar on platform disclosures amid concern at increased platform use by investors not using a planner....

image
Financial planning

Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....

image
Superannuation

Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...

image
Funds management

Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....

image
Financial planning

BT Financial Group extends to 150 the number of funds under capital protection product....

image
Editorial

As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...

image
People & Products

Ben Daly has been appointed as Goldman Sachs Asset Management’s key account manager for New South Wales and Queensland....

image
Financial planning

ASIC deputy chair Peter Kell has cautioned dealer groups on hiring planners who previously worked for dodgy advice practices....

image
Financial planning

AllMyFunds Technology has acquired financial services technology provider InvestmentLink in a move to bolster its scaled advice offering....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago