Financial Planning

A proposal for a separate non-practitioner Certified Financial Planner (CFP) mark has been de-feated by strong opposition from elements within...

The Victorian State Government is forming a committee from the financial services industry to push Melbourne as a regional financial...

B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company...

Marisa Broome has put her stake in Millennium Financial Planning group up for sale to go out on her own.Marisa...

Tower is to offer its advisers equity in its distribution businesses under a radical shake-up of its distribution operations announced...

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract.Financial Planning...

Buying a large dealer group like RetireInvest is not all beer and skittles.Buying a large dealer group like RetireInvest is...

Challenger Portfolio Management is to become the latest group to jump on the ethical funds band wagon when it takes...

The proportion of Australians with direct share holdings dropped for the first time in two years, a survey has found.The...

The Victorian State Government is forming a committee from the financial services industry to push Melbourne as a regional financial...