Half of all advice practices are either considering changing licensees in the next twelve months, or have already done so in the past year.
Category: Dealer Groups
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.
Guardian Launches Free SoA Service
September 26, 2011 – 4:05 pm
Guardian Financial Planning is offering its advisers access to free risk Statements of Advice (SoAs) as part of a new para-planning service.
CBA Buys Count
August 30, 2011 – 11:09 pm
Commonwealth Bank of Australia (CBA) has announced it has agreed to acquire dealer group, Count Financial Limited.
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Group Risk Commissions Need to Stay - CSSA
August 5, 2011 – 5:51 pm
A ban on group risk commission would disadvantage millions of workers, according to an industry association.
AMP Taps Into Scaled Advice Model
July 18, 2011 – 3:50 pm
AMP has launched a new scaled advice service for clients which it says is designed to improve access to quality, affordable advice.
RI Attracts Tech-Savvy Advisers
July 13, 2011 – 11:23 am
Strong business growth opportunities and customised technology solutions have attracted three new practices to RI Advice (RI), the group said.
