Wealthpoint has recorded mixed results for its first profit statement since the company changed its name....

Marketing a financial planning practice is not always a difficult task and may be much easier to do than first thought. Rohan Mead finds it can be a fairly unscientific a...

Financial services provider and online broker Sanford Ltd has reported a $17.9 million loss for the six months to December 31, 2000....

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Weeding out non-profitable clients is a critical part of running a successful business, however many financial planners lack the confidence to confront these clients, acc...

Residential property developments have been through one of the biggest slumps in recent times, due almost entirely to the introduction of GST....

Residential property developments have been through one of the biggest slumps in recent times, due almost entirely to the introduction of GST....

Perpetual Trustees today reported a 62 per cent jump in net profit to become a stand out player in the financial services market with $27.5 million for the six months to ...

Fund managers are commonly pigeon-holed as either value managers or growth managers. Rob Keavney believes this approach, borrowed from our American cousins, is both facil...

Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...

History is bunk according to Henry Ford but the same doesn't necessarily apply to the financial world where history can often provide valuable pointers to the future. For...