A new representative body has been formed in order to address regulatory issues that will impact accountant based financial advisers.
To be known as the Accountant Financial Advisers Coalition (AFAC), the group includes five large dealer groups, each of which has a significant representation of accountant based advisers:
MLC has welcomed the new financial year with confirmation it has completed the transition to fee for service models for each the advice businesses operating under its umbrella.
PIS parent company, Professional Investment Holdings, and Centrepoint Alliance have announced the completion of a due diligence process and have confirmed the target implementation date for the merger between the two firms.
Dealer group, Guardian Financial Planning, has created a new client solution that combines its investment platform with Asteron’s Lifeguard risk products range.
Boutique dealership practices have diversified into wealth protection advice over the last 18 months in order to increase their profitability, according to a study released by Macquarie Practice Consulting (Macquarie).
High net worth planning firm, Hewison & Associates, has announced it is eliminating risk insurance commissions from its business as it moves to a fee for service model for all client advice.
AFS Group practice principals have shared their views about the impact of Boards of Advice on their businesses.
Matrix Planning Solutions (Matrix) has announced NSW practice, A&B Financial Planning, has joined its ranks.
AMP Horizons Financial Planning Academy has announced it is looking to tap into the female adviser market, having presented a networking and information session earlier this week.
