Dealer groups are turning to external professionals to help their authorised reps navigate trust issues and adjust to unprecedented levels of change in the industry.
Tahn SharpeApril 6, 2019
Self-licensing appears to be the option du jour among Westpac aligned dealer authorised reps who will listen to the pitch from Viridian advice executives this week and next.
Matthew SmithApril 1, 2019
Advisers will need to pay more for unsubsidised services as the industry professionalises. Professional Planner is working with CoreData to gain new insights into this area.
Matthew SmithMarch 26, 2019
Referral deals Bridges Financial Services has with credit unions and mutual banks containing ongoing fee arrangements are being reviewed, with changes expected.
Matthew SmithDecember 17, 2018