Another US manager is to hit our shores, following the recent announcement by Rothschild Australia Asset Management (RAAM) that it is to hand over more than $800 million ...

Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...

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....

Losing a loved one is a tragic thing, paying tax is a disaster....

Colin Scully, the founder and managing director of Bridges Personal Investment Services, has resigned from the Financial Planning Asso-ciation’s board. But, he stresses, ...

Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year....

One of the great financial services debates of this decade has been whether financial planning is a profession. ...

Sealcorp Holdings says on-line transactions by financial advisers will grow five-fold over the next two years....

The Institute of Chartered Accountants has launched a new GST CD-ROM kit to educate financial advisers in their role as managers of small to medium sized enterprises....

The Investment Savings and Insurance Association (ISI) has presented its tax reform proposals to the leaders of the major political parties as a platfom for discussion....

There is a growing recognition of the role of financial planners as lifestyle planners or strategists in helping clients achieve their lifetime goals, rather than simply ...

Greg Gunther has a pilot's licence, but has never used it in his work as a fi-nancial adviser in the Darling Downs of rural south-east Queensland. A shame, as the flying ...

Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....