Managed account specialists warn that grandfathering needs to be viewed as a diminishing resource....

Adviser Ratings says the fact it has signed up 1000 advisers in its first month is validation that planners want change from their dealer groups, particularly when it com...

Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...

BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....

Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...

Strong performances across a range of categories has seen Mercer’s standing among financial planning dealer groups rise, the second part of Money Management’s Rate the Ra...

Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...

Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...

Dealer groups and consumers must do their part to surveil the financial advice profession, with ASIC’s resources allowing it limited reign over the “high risk” industry, ...

The FPA has welcomed ASIC and dealer group support for moves to separate product sales and advice....