Financial Planning

Industry consultant Paul Resnik has lambasted wrap service manufacturers for failing to listen to ultimate needs of the client.Speaking at...

Trans-Tasman research group, FPG Research has signed a joint venture deal with US giant Morningstar to supply managed funds data...

An independent report by KPMG has endorsed the merger of StateGuard and Lifeplan friendly societies.The report says StateGuard members will...

Colonial is to rationalise its banner groups from four to two — Financial Wisdom and Colonial Financial Services — following...

Human resources managers are under growing pressure to identify and recruit what are known as gold collar workers. Gold collar...

The hard and soft of the paperless office, who it suits and how to convert, and future electronic goodies —...

BT Funds Management’s technical team dives into the Ralph Committee Report to review the potential implications for financial advisers and...

Australia's biggest companies have had their day on the stock market and investors should be looking to smaller companies for...

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts)...

Should financial planners advise on direct shares?It's an interesting issue. I guess it depends on your client base and their...