A year as chairman of the FPA is a year full of activity. Indeed it is year full of activity, much of which is propelled by change. And it is change that has moved from t...

Life insurers will take a hit to the bottom line if the Financial Services Reform Bill survives the impasse between the Federal and State Governments....

The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....

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Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...

Fiducian has unveiled ambitious plans to build one of Australia’s biggest financial planning groups....

APIR Systems has received a significant boost to extend its identification system to with a hefty capital injection from the ACT and Federal governments....

The Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate its financial planning groups. ...

The best way to find new planners is to look for young people who are well qualified and part the way through a CFP designation. ...

Financial services company the Investor Group has opted for a single dealer’s licence as part of an ongoing drive to consolidate a series of acquisitions of a number of f...

Michael Cant has left Australian Casualty & Life (AC&L) to take up the newly created position as Colonial First State Australia head of strategic planning and corporate s...

Westpac Financial Services has completed the rollout of electronic education tools for its 550 financial planers....

The Australian Securities and Investments Commission (ASIC) banned a record 50 investment advisers in 1999/2000, compared to just 17 the year before....

In light of changing legislation and new policies from regulators, the industry is re-evolving in the areas of master trust and wrap accounts. Richard Shermon explains ho...