DEALER GROUPS

Financial planning

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

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Financial planning

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

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Editorial

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...

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Financial planning

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....

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Editorial

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. ...

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Editorial

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...

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Financial planning

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...

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Rate the raters

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 ...

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Rate the raters

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...

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Financial planning

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

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Funds management

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....

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Financial planning

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

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Funds management

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

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Financial planning

Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....

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Financial planning

Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...

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Never miss the latest news and developments in wealth management industry

Wonder Dog

Thank God I sold my business....

1 hour 27 minutes ago
Chris Cornish

The Liberals have done a pretty good job of decimating the advice industry too....

19 hours 38 minutes ago
Chris Cornish

The greatest issue is that Stephen Jones and the federal Labor government are anting to prohibit retired Australians, wh...

19 hours 39 minutes ago

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

10 months 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 3 weeks ago

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

10 months ago