County Investment Management is up for sale – only three years after the National paid $100 million for the business....

It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....

As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...

<B>Hockey not swayed by ethics </B>The Federal Financial Services Minister, Joe Hockey’s knock back of a proposal for disclosure of ethical considerations taken by invest...

Can planners survive the breakdown of a couple’s marriage and keep both spouses as clients? Jason Spits investigates....

Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....

Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...

Westpac is getting very serious about its expanding its financial planning business – and it’s willing to put its money where its mouth is, as Stuart Engel reports...

Forget the swimming, forget the marathon - the Year 2000 Sydney Olympic Games provide the perfect opportunity to put our nation’s greatest planners through their paces, a...

Financial Planners have rightly focused on professionalism, but too many have not paid enough attention to the operations side of their businesses. Anyone in finance not ...

What makes Australia’s top planners so successful? The answer, as Gerard Doherty discovered, lies partly in successful client management....