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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Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

5 hours ago
Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

1 day 5 hours ago
JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

1 day 9 hours 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 1 week 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