The number of people licensed to use the CFP designation in the United States has broken the 35,000 barrier and set a new record, according to the Certified Financial Pla...

BT Funds Management (BTFM) has radically altered its game plan in the retail fi-nancial services market under a joint venture arrangement with American Interna-tional Ass...

Former Godfrey Pembroke chief executive John Godfrey is in high level discus-sions with media identity David Koch on the possibility of forming an alliance....

AMP has topped inflow figures for the second quarter in a row, according to Assirt market share figures....

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Count Wealth Accountants’ decision to delay its listing until November is not a backward step, according to its current owners....

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

Morningstar Australia will soon be on the web. The front end of its “moms and pops” site will go live in March while its on-line offering to advisers will be avail-able l...

Financial planners should closely monitor moves by Australia’s media into the fi-nancial services business. Not because there is necessarily anything sinister in their mo...

Having tied up two acquisitions alone last week, Investorweb is on a buying and hiring spree. Its interim results are above budget and its share price has soared since li...

Well, now the silly season has passed us by, we can all get back to some serious work. I must confess to having caught the millennium bug, at least something must have ca...