Financial Planning

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...

National Asset Management executive director of property Graham Brewer has a habit of getting in the headlines.National Asset Management executive...

Syndication has become the darling of the direct property investment sector, with new schemes coming to the market almost every...

The public and often divided debate on super fund choice has been on the boil for more than two years....

Australia's financial services watchdog has just handed down its vi-sion of how wrap accounts should be regulated.Australia's financial services watchdog...

News that BT Funds Management is to be sold is sad, not only for its legion of clients and supporters,...

Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family...

Tower Asset Management's forte in Australian equities has helped it win $715 million in new money to manage lately.Tower Asset...

1. Name:Suzanne Sutherland Smith1. Name:Suzanne Sutherland Smith2. Job title:Authorised representative and director of the practice3. Dealer group:CIS Financial Services4. Age:335....