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DEALER GROUPS
People & Products
Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....
Financial planning
IOOF has completed its acquisition of ANZ’s aligned dealer groups, while making further arrangements to complete the acquisition of the ANZ One Path Pensions and Investme...
Financial planning
Despite the Royal Commission tainting perceptions of the financial services industry, a panel has told Money Management and Super Review’s Future of Wealth Management con...
Financial planning
Major institutional financial planning groups saw a combined loss of 600 planners this year, according to Money Management’s TOP 100 Financial Planning Groups Survey....
Financial planning
A Federal Parliamentarian has specifically queried why research houses and dealer group investment committees are not held responsible for putting products on an APL whic...
Financial planning
The major banks have confirmed they are still paying millions of dollars a year to external financial planning dealer groups to provide support and education around their...
Rate the raters
Dealer group support has seen Lonsec Fiscal regain its mantle in part two of Money Management’s 2016 Rate the Raters survey, Oksana Patron finds....
Top 100
For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...
Financial planning
Most financial planners want definitive ownership of their clients with many only wanting to pay for those dealer group services they actually use....
Financial planning
Dealer groups have been an integral part of the financial planning industry but do they remain relevant in a post-FOFA increasingly technological world?...
People & Products
Praemium has launched a new SMA solution for Futuro via its subsidiary, Sterling Managed Investments....
Financial planning
The Paul Barrett-led AZ NGA dealer group play has signed up RI Toowoomba, bringing the number of firms now under its umbrella to seven....
Financial planning
ClearView has told the Trowbridge working group it wants the word “commissions” replaced along with the banning of shelf space fees and volume bonuses....
Financial planning
Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....
Financial planning
ASIC reinforces signal for licensees to be more discerning when recruiting advisers from failed planning groups....
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...