RECRUITMENT
Financial planning
Garrisons managing director Kim White has announced his resignation from the group and with Synergy managing director Jim McKay moving into the role on an acting basis....
Financial planning
Much has been written about how financial planners can gain increased business efficiencies and put in place appropriate succession planning strategies, says Peter Dawson...
Financial planning
How do dealer groups pick their planners? John Wilkinson reports....
Financial planning
Over the past year, the Tower group has redirected its overall strategy and returned its focus to the risk end of the market. Lucie Beaman looks at what this means for th...
Financial planning
The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...
People & Products
Sealcorp chief executive Ian Knox has stepped down from the job after more than four years in charge, extending a string of departures from St George owned businesses....
Financial planning
It has been an eventful year for Garrisons, with a change in the structure of the parent company being the most significant. John Wilkinson reports....
Financial planning
When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...
Financial planning
A case of attempted fraud has surfaced with training and education provider Integratec alleging a woman has forged education qualifications in attempt to dishonestly ente...
Financial planning
Tower Australia Limited will relaunch Pivotal Financial Advisers as a risk based dealer group and has set out on an ambitious drive to recruit risk advisers to the group....
Financial planning
Sydney-based financial planning group Morrison Carr will embark on an ambitious recruitment program by offering a flat dealer fee to advisers of $1,000 per month....
Financial planning
Garrisons Financial Planning has signed an exclusive three year agreement with Queensland Police Credit Union (QPCU) to provide financial planning services to its 34,000 ...
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Financial planning
AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...
Financial planning
Even though Count Wealth Accountants’ managing director Barry Lambert says, “Our emphasis is not on growth – not to be the biggest, just the best”, this philosophy has se...
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MARKET INSIGHTS
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...