Category | Dealer Groups

News In Brief

AIA Vitality Program Boosts Online Presence ASIC Bans Adviser for Double Charging CBA Set to Wrap-Up Review Program Sequoia Purchases Interprac Advice Business (more…)

Continue Reading
0 · June 20, 2017 in Company News, Dealer Groups, Remuneration  

APL Fees Paid by Insurers are ‘Modest’

Life insurers are paying up to $200 per adviser per annum to provide education and training on products on a licensee’s approved product list (APL), with this figure being described as ‘modest’ by Zurich Financial Services. (more…)

Continue Reading
1 · June 16, 2017 in Dealer Groups, Products  

News in Brief

BTFG Promotes Ethics With Advisers FPA Offers Pro-Bono Advice to Cancer Sufferers (more…)

Continue Reading
0 · June 13, 2017 in Associations, Dealer Groups  

Bombora Marks Anniversary with Continued Growth

Risk focused advice group Bombora Advice will celebrate the fourth anniversary of its entrance into the market as one of the 12 leading licensees in risk advice in the country. (more…)

Continue Reading
0 · May 23, 2017 in Dealer Groups, Services  

TFS Confirms CEO Appointment

Countplus owned advice business, Total Financial Solutions Australia (TFSA) has permanently appointed acting Chief Executive, Andrew Kennedy to the role. (more…)

Continue Reading
0 · May 9, 2017 in Appointments, Dealer Groups  

Vertically Integrated Model to Face Competition Review

Vertically integrated financial services businesses will come under review after the Federal Government requested the Productivity Commission examine competition in the nation’s financial system. (more…)

Continue Reading
2 · May 8, 2017 in Company News, Compliance & Regulation, Dealer Groups  

Countplus, Infocus Make Senior Appointments

Veteran financial services figure Barry Lambert has stood down as the chair of non-executive chair of Countplus after nearly 11 years in the role and will move into other board roles outside financial services. (more…)

Continue Reading
0 · April 27, 2017 in Appointments, Dealer Groups  

Time Running Out for Limited Advice Model

Financial advisers offering a single strand of services and who are reliant on collecting ongoing passive income are likely to lose their place as a trusted adviser, a new whitepaper from a non-aligned licensee has claimed. (more…)

Continue Reading
4 · April 27, 2017 in Dealer Groups, General, Practice Marketing, Services  

Fortnum Appoints Former BT Advice Exec

Non-aligned advice group, Fortnum Private Wealth, has appointed a former advice executive from BT Financial Group (BTFG) as its new Head of Advice. (more…)

Continue Reading
0 · April 25, 2017 in Appointments, Dealer Groups  

Committee Calls for Public Report on Insto Advice Failures

The failings of bank-owned financial advice businesses should be published in an annual report which would detail names of errant advisers and employers, according to a parliamentary committee conducting a review of the four major banks. (more…)

Continue Reading
0 · April 24, 2017 in Compliance & Regulation, Dealer Groups