Financial Planning

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,...

The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of...

Do you offer a housing loan service to your clients? Why/Why not?Australian Financial Services do not offer housing loan products...

PolicyLink founder Bernard Kelly jetted off last week to open an office in South Africa. It will trade in life...

Wrap accounts have been one of the big conversation starters at recent industry gabfests. Paul Resnik asks if the whole...

Resource stocks have outperformed industrial stocks for the second month in succession, according to Ausbil partners.The resource stock index climbed...

The question “are banks a threat to your business” (Money Management Adviser Feedback March 18) is essentially asking whether banks...