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DEALER GROUPS
Financial planning
The overall number of licensees has fallen by 15 per cent since January 2021, according to Wealth Data, but those focused solely on holistic advice have seen positive gro...
Expert Analysis
Dealer groups that win the adviser relationship will be those that place digital at the centre of their adviser value proposition, according to Midwinter....
Financial planning
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Financial planning
The question is being asked about whether advisers will vote with their feet or look to self-licensing as they confront higher dealer group fees moving into 2021....
Financial planning
Two boutique dealer groups, Spark Financial Group and Aura Wealth Australia, have announced they have signed binding agreements to merge. ...
Financial planning
The Australian Securities and Investments Commission has foreshadowed court action in the wake of a review of fee disclosure statements and renewal notices which uncovere...
People & Products
Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....
Financial planning
The buyer of last resort process is more complicated than advisers might expect as some licensees are focusing on where they can manoeuvre away from the agreed valuation,...
Financial planning
Infocus has emerged amongst the financial planning dealer groups touting to accommodate departing bank planners who choose to become self-employed....
Financial planning
Centrepoint chief executive, Angus Benbow, makes no bones about the group’s desire to grow the number of planners working under its license....
Financial planning
Dealer groups are looking to grow their footprints on the back of the influx of advisers expected from the changes at AMP, the Commonwealth Bank and elsewhere....
Financial planning
The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
Financial planning
IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....
Financial planning
As rumours swirl about the demise of the dealer group, ClearView has announced an offering that would give financial advisers who want their own AFSL access to the compan...
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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...