Industry

Viridian takes deal to Securitor and Magnitude advisers

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 using managed accounts to squeeze managers

As the flow of funds into managed accounts continues, competition has forced many product providers to rationalise their pricing, which is shaping an entirely new dynamic in the advice landscape.

Tahn SharpeMarch 29, 2019

Private capital stepping in to fund advice acquisitions

At a time when banks are cutting thousands of authorised representatives loose, private equity, venture capital and family offices are stepping in.

Matthew SmithMarch 27, 2019

The cost of being an authorised rep: have your say

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

Data to underpin the advice proposition

An actuary from consultancy firm Milliman believes data is the key to helping advisers get to know the real goals of their clients. Tahn Sharpe writes.

Tahn SharpeMarch 21, 2019

Advice specialisation ‘inevitable’: FPA

The advice industry will specialise into areas like post-retirement and even divorce, FPA chief executive Dante De Gori said on a panel to open the Conexus Financial Retirement conference.

Tahn SharpeMarch 20, 2019

‘Writing was on the wall for us’: Hartzer

The Westpac chief executive, flanked by BTFG head Bradley Cooper, confessed that the move to unload its aligned dealer groups has been underway for “a number of years”.

Tahn SharpeMarch 19, 2019

BTFG, Viridian deal in negotiations for 9 months

Westpac will retain the BT brand, however BT Financial Group will no longer exist as a stand-alone division while aligned and salaried advisers will either join boutique licensee, Viridian, or become self-licensed.

Matthew Smith and Tahn SharpeMarch 19, 2019

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Industry

Licensees

Viridian takes deal to Securitor and Magnitude advisers

Industry

Advisers using managed accounts to squeeze managers

Industry

Private capital stepping in to fund advice acquisitions

Licensees

The cost of being an authorised rep: have your say

Technology

Data to underpin the advice proposition

Industry

Advice specialisation ‘inevitable’: FPA

Industry

‘Writing was on the wall for us’: Hartzer

Industry

BTFG, Viridian deal in negotiations for 9 months

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