Category | Dealer Groups

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More Advisers on the Move

Adviser Ratings has reported a 70 percent increase in the number of advisers moving between licensees in the last quarter, as overall adviser numbers fell by another three percent. However, the research also revealed a new trend of advisers returning to the sector. (more…)

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3 · November 5, 2019 in Dealer Groups, General  
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New Risk Specialist Business Joint Venture

NSW risk advice firm, MBS Insurance and Victorian risk specialists, Complete Risk Analysis have announced they are joining forces. (more…)

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0 · August 13, 2019 in Dealer Groups, General  

Brisbane Firm Doubles-up on Top Practice Award

Brisbane-based advice firm, Wealth Connexion, has won Sentry Advice’s national financial advisory Practice of the Year award for the second consecutive year. (more…)

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· August 5, 2019 in Dealer Groups, General  

Synchron NextGen Heads to NZ

Synchron’s unique NextGen Bootcamp is crossing the Tasman. (more…)

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0 · May 17, 2019 in Dealer Groups  
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Aon to Exit Financial Advice Business

Aon Australia has announced this week it will be closing down its financial advice arm, including Aon Hewitt Financial Advice (AHFA). (more…)

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0 · April 30, 2019 in Dealer Groups  

Synchron Call to Carve Out Risk Advice From Financial Planning

Outspoken Synchron Director, Don Trapnell, is urging life companies to back his call for the industry to draw a line in the sand and separate risk advice from financial planning advice. (more…)

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5 · February 6, 2019 in Compliance & Regulation, Dealer Groups  

ClearView Launches Dealer Services Offering

ClearView has expanded the services offered by its financial advice arm with the creation of a dealer services offering for advisers who hold their own Australian Financial Services Licence. (more…)

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0 · November 20, 2018 in Company News, Dealer Groups, Practice Management, Services  
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ASIC Proposes Responsible Managers Pass FASEA Standards

Advice licensees will be required to have a responsible manager who holds a FASEA approved education standard and has passed its adviser exam, under new proposals released by ASIC. (more…)

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1 · November 9, 2018 in Compliance & Regulation, Dealer Groups, Training  
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ANZ Earmarks $374 Million for Advice Remediation

ANZ will set aside $374 million to compensate customers who received inappropriate advice or for services not provided, including for advice provided by the advice businesses it sold to IOOF. (more…)

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0 · October 8, 2018 in Company News, Dealer Groups, Products, Services  

NAB Advice Head to Depart After Restructure

The head of financial advice at NAB, Andrew Hagger will leave the bank after 10 years following a restructure of its senior executive team. (more…)

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0 · September 18, 2018 in Appointments, Company News, Dealer Groups