The Certified Financial Planner (CFP) Board of Standards in the United States has completely rescinded its decision to introduce a new entry level CFP standard for financ...

Summit has ramped up its master trust and wrap account services in an effort to win a bigger share of the master trust market....

The 1999 Financial Planning Association (FPA) convention in Sydney is well on track to being the FPA’s most successful one yet....

The Life Insurance Conduct and Disclosure (LICD) Bill is back on the legislative agenda but under a different guise....

Most Australian women will have to rely on aged pensions when they retire because their superannuation fund balances are inadequate, according to a university study....

Tower members have been slow to pick up their share allocations with almost 30 mil-lion shares still unclaimed since the financial services company floated last month....

New Zealanders appear more ready than ever to lose their money to absurd investment products lured by the promise of high returns according to John Farrell, head of the S...

While most investors think of the ASX when they think shares, there is also a thriving but lesser known share market that can offer quality investments at good prices. Pe...

Beware, October is upon us! Not only is it the most volatile month for share mar-kets swings, but it was also the month when the two greatest stock market crashes took pl...

The common wisdom about the Government’s changes to the capital gains tax system for individuals is that people should now turnover their portfolios frequently. This is n...

Fund managers have been facing an uphill battle in getting investors to recognise the attractiveness of annuity products that include growth assets....