Tuesday, July 7, 2020

Dealer groups

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,...

Insurers Back Newpark’s Adviser Mental Health Initiative

Newpark has confirmed Fidelity Life and nib have offered strong support for the dealer group’s recently launched HeadSpace, a mental health initiative for financial...

Synchron’s NextGen Bootcamp Wraps for 2019

Synchron’s NextGen is not your typical conference. Instead of a series of speakers held at one venue, it takes delegates on a bootcamp-style journey...

Kepa Conference, Lead Adviser Workshops

  Kepa held its 2019 Conference ‘Licence to Fly’ on 24 October where CEO, Brendon Neal, opened by reiterating the company’s value proposition and achievements...