A group of financial planning dealers have banded together to provide financial advice targeting government institutions and large corporations in the process of downsizi...

The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...

Details are beginning to emerge from the recent Supreme Court of Victoria battle between Towers Perrin and Deloittes....

Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....

Meredith Brooks has stepped down from her position as managing director Aus-tralasia for investment services group Frank Russell....

NRMA Financial Services’ planners will be one of the key distributors of superan-nuation services aimed specifically at small to medium business groups (SMEs)....

Australian shares have bounced back to become by far and away the best invest-ment sector in November....

The world’s largest active fixed interest manager, US-based PIMCO, says there is a unique opportunity for fixed interest investors in the middle range of credit qual-ity ...

Lifeplan Australia Friendly Society has reported a drop in post-tax profits to $1.4 million for the 1999 financial year....

The window of opportunity for financial advisers who wish to join the Financial Planners and Investment Advisers Association (FPIA) and retain their current status is abo...

Life insurance companies are going to have to work a lot harder in future if they want to win business from financial advisers....