Financial planning practice owners should take careful consideration of capital gains tax before selling their businesses, according to HLB Mann Judd Sydney tax partner P...

Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....

Structural reform taking place in the financial advice industry is putting downward pressure on financial planning practice sale values....

Sydney-based boutique financial planning firm Financial Spectrum has launched a financial planning practice start-up and training program aimed at developing advisers out...

With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....

Dealer group Matrix Planning Solutions has appointed Helen Shao to the newly created role of practice development manager....

Shadforth Financial Group has continued its expansion of the 'Best Advice Project' with the acquisition of Walmsley Halligan, a South Australian based financial planning ...

The FPA is calling for nominations for its 2010 Fellow Awards, which recognise outstanding commitment to the industry....

Research from Investment Trends has found that despite risk advice continuing to be an important part of financial planning practices, revenue from risk remains small in ...

AMP Horizons is branching out from financial planner recruitment with the launch of a new program for experienced planners looking to start up their own practice....

With practices no longer able to rely on strong returns to help retain and attract clients, a strong value proposition can make or break a financial planning practice, wr...

National mortgage broking company Refund Home Loans has entered into a joint venture with PIS under which it will offer the group's financial products to its existing cli...

PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....

Small financial planning practices are struggling with the complex requirements and costs of running their businesses....