- Workplace Tablet Use Grows
- Macquarie Extends Partnership with Jessica Watson
- Advisers Demand Stability - Sentry
Category: Dealer Groups
News in Brief
February 1, 2012 – 9:50 am
News in Brief
January 25, 2012 – 8:07 am
- Hillross Names Top Achievers
- Inquiry Into Default Superannuation Selection
- Gender Inequality Still an Issue for Australian Finance Industry
Ipac Wins CoreData Advisory Group of the Year
January 10, 2012 – 9:45 am
CoreData has announced Ipac Securities as its Advisory Group of the Year for 2011, based on its ability to acquire prospective clients.
‘Try Before You Buy’ Acquisition Offer for Guardian Advisers
November 29, 2011 – 5:25 pm
Guardian Advice has released details of its new business acquisition and succession program, designed to help the group grow its network to 200 advisers within three years.
Enforceable Undertaking for CFP
October 27, 2011 – 1:03 pm
Commonwealth Financial Planning (CFP) has agreed to conduct a comprehensive review of its risk management framework following an investigation into the actions of some of the group’s financial advisers.
Confirmation - Many Advisers Looking to Join Other Dealer Groups
October 19, 2011 – 9:14 am
Half of all advice practices are either considering changing licensees in the next twelve months, or have already done so in the past year.
MLC Creates New Support Role for Advisers
October 17, 2011 – 5:31 pm
MLC has created a new role, Licensee Relationship Manager (LRM), to support advisers in its aligned networks.
Advice Practices Changing Licensees
October 7, 2011 – 4:43 pm
Recent changes within the financial services industry have generated a climate in which advice practices are reconsidering their licensee choice and making moves to new dealer groups.
We want to know what you are thinking and where your practice is currently positioned. Our latest adviser poll asks:
New Name, Brand for Guardian
October 7, 2011 – 11:20 am
Guardian Financial Planning has announced a new brand and a new name: Guardian Advice.
Growth Predicted in Small IFA Market
October 4, 2011 – 5:54 pm
The number of small boutique advice practices may actually increase under the Future of Financial Advice (FoFA) regime, says a senior wealth management executive.
