Financial Planning

Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who...

John Robert Houghton, a former director of Houghton & Associates, last week received a two year jail sentence after pleading...

In yet another sign of just how fast financial services on the Internet are expanding, on-line broker Sanford Securities has...

Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they...

Name:Ralph WilsonJob title:Executive manager financial planningDealer group:Westpac Banking CorporationAge:37 yearsQualifications:Bachelor of Business, Certified Practising Accountant (CPA), Certified Financial Planner (CFP),...

At least 300 insurance brokers are trading illegally, according to the Australian Securities and Investments Commission (ASIC).ASIC research has revealed...

Nearly two years after the Wallis Inquiry, the long awaited reforms to the regulation of the nation’s financial markets are...

An area that is receiving increasing attention in financial planning circles is the use of direct marketing to promote a...

Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the...

Two events of the past month have the potential to turn the retail financial services market on its head. Tom...