The reaction to my move from a generalist technical role to one specialising in risk advice and adviser business growth was seen by some colleagues and advisers as a move...

Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...

Sale will enable Elders Financial Planning to expand its adviser network, making financial planning services more readily available to rural and regional Australians....

The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...

Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....

AMAL AWAD examines how dealer group performance and planner numbers have held up over the past year in the face of a global financial crisis....

Cost is less important than the quality of underlying support when choosing a dealer group, according to a new analysis issued by the Commonwealth Bank....

Forty-one per cent of Australian businesses believe their success is dependent on the success of their neighbouring businesses....

Dealer group Count Financial yesterday increased its minority stake in Mortgage Choice, buying 1.5 million shares in the franchise group....

Is this the end of the honeymoon period for the partnerships between product providers and dealer groups? Another submission to the parliamentary inquiry has given a damn...

The losses incurred by clients of Storm Financial could be traced back to the faulty systems employed by Colonial Geared Investments, according to a former key executive ...

Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....

The Australian Securities and Investments Commission has pursued charges against an Adelaide man who was the director of a planning firm which recommended Westpoint inves...

The Parliamentary Joint Committee on Corporations and Financial Services is undertaking an inquiry, the terms of reference of which include the role and remuneration of f...