Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...

Employers need to ensure they are continually engaging and rewarding staff as part of their retention strategy as the year comes to an end....

It was Michelle Tate-Lovery's drive to professionalism and focus on client education which won her the 2012 Money Management Financial Planner of the Year title. Milana P...

Financial planning businesses should conduct a health check of how they are tracking as they approach the end of the calendar year, according to Macquarie Practice Consul...

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

Macquarie Practice Consulting has recommended financial planning businesses re-examine their overall business health, including revising whether their referral partners a...

Outdated manual compliance operations coupled with an increasing workload and loss of experienced practitioners threatens to create a massive compliance risk for dealer g...

Wealth Today attributes a combined mortgage broking and financial advice service offering (based around the upskilling of brokers) for its rapid recent growth....

Dealer groups aligned with big institutions should be honest with consumers and describe themselves as 'agents' of their parent company, says Paragem managing director Ia...

Financial planning groups are restructuring salary models to make sure their planners are rewarded after the ban on commissions officially comes in on 1 July 2013....

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...

A Radar Results analysis of 500 financial planning businesses has found larger practices earn around three times as much in annual fees per client as smaller practices....

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....