Financial Planning

Regulators are set to apply the heat to financial planning groups and broking groups on Y2K readiness, following apparent apathy...

Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL...

ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New...

Austrust is to change its name to TOWER Trust as part of a move to bring it in line with...

America's two top financial planning associations have announced plans to merge.The 17 International Association for Financial Planning (IAFP) has been...

The Securities Institute is to offer a Master of Applied Finance and Investment course from July onwards for what it...

Over the past five years, advisers have watched from the sidelines as a number of retail financial services groups have...

National Mutual is to sell a wholesale superannuation master trust through independent advisers — the first time it has gone...

The overwhelming majority of financial advisers know very little about wrap accounts.That is the finding of a recent survey of...

The Certified Financial Planner (CFP) designation will become as well recognised as the Certified Practising Accountant (CPA) within ten years,...