Monday, September 20, 2021

Dealer groups

‘Game Changer’ – mySolutions Adds Aggregators to Partner Network

Industry training and support firm mySolutions has formed alliances with Kiwi Adviser Network (Trail) and Prosper Group to broaden the aggregation and services options...

mySolutions Confirms Major Restructure

Auckland-based dealer group, mySolutions, has announced a "significant shift" in the way it will work with advisers in future. In a release to its 280-strong...

Proposed Laws on Industry Intermediaries Under Review

MBIE is seeking feedback on a range of changes to the Financial Markets (conduct of institutions) Amendment Bill that regulates those working in sales...

Key Australian Licensee Firms Respond To New FPA Policy

The Australian FPA policy recommending that a professional registration for individual financial planners replace the current system requiring an AFSL to provide advice, is...

Synchron Bucks Trend in Adviser Growth

Non-aligned dealer group, Synchron, has released data indicating it is the only top 15 licensee firm in Australia to have increased its adviser numbers...

Poll Results – Some Coping Better Than Others 

Our latest poll sought to gauge how well advisers are coping in the current environment of regulatory change. Although many forms of support and guidance...

Newpark Reveals New Developments for Advisers

Newpark has been working on a number of new developments for advisers, to support them in compliance, client support and business development. In July, Newpark...

2019 MDRT Annual Meeting Round Table

This 2019 MDRT International Adviser Round Table discussion was intended to compare notes about the various challenges facing advisers around the world. We were...

Latest Poll – Feeling Stressed? 

Our latest poll asks how you're coping as an adviser in the current environment of regulatory change. Many industry participants are providing advisers with compliance,...