Strategic planning tools for launched for licensees

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My Dealer Group and Tepana Financial Indices (TFI) are delighted to announce a partnership and the launch of a suite of three indices that provide licensees with quantitative analysis on

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Are we seeing the death of independence?

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The number of truly non-aligned dealer groups is rapidly shrinking, leaving little choice for advisers looking for freedom from the large institutions, according to Pinnacle Practice Director, Anne Fuchs, who

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New breed of advisers want value-for-money licensees

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The new breed of degree-qualified, professional financial advisers is casting a critical eye over dealer group services fees and looking for value for money, according to Pinnacle Practice Director, Anne

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My Dealer Group: wooing advisers means offering platform choice

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In order to attract and retain advisers, licensees will need to offer choice of platform on their Approved Product Lists (APLs) according to Pinnacle Practice Director, Anne Fuchs. “The number

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My Dealer Group attracts high level of adviser interest

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My Dealer Group, the matchmaking service designed to help advisers looking for a new licensee, is attracting an unexpectedly high level of interest from advisers. Pinnacle Practice Director, Anne Fuchs,

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My Dealer Group: A match-making service for Advisers and Licensees

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My Dealer Group, a matchmaking service for financial advice businesses and licensees, has been launched in Brisbane. Pinnacle Practice Director, Anne Fuchs, who launched the service, said that while advisers are

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