Jason Menzies answers your questions in depth....

The Financial Planners Federation of Australia (FPFA), a new industry group formed in January, has warned financial planners of being influenced by conflicts of interest ...

Sports stars can earn big money, but their careers can also be very short. Aaron Dunn reports....

If you’re serious about attracting high-net-worth clients, you need to focus on qualified leads says Justin Brooks....

The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....

Making them feel special is one way of ‘conditioning’ clients into referring others to you. Max Franchitto shows how you can turn your clients into BDMs....

Despite being in operation for over four years, George Avramides claims few planners are aware of the Pension Bonus Scheme (PBS)....

The process involved in obtaining an Australian Financial Services (AFS) licence may be arduous and time-consuming but at least it’s relatively straight-forward. What is ...

If you have a web site, demand that your web designer give you the access code....

A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...