Financial Planning

Those financial planners who work the corporate superannuation market will never have to look for another client again.This is the...

Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used...

Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund.The Acer Technology Partners Fund,...

"We do not use paraplanners. Having already invested quite a deal of capital into training, software and systems we are...

FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down...

NSP Buck’s personal financial services division hopes to double its planner numbers by December in an aggressive move on the...

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the...

Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds.The suite of four...

Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting...

By offering choice to employees, the superannuation industry is boosting the demand for financial advice. But super funds are going...