Countplus MBT has completed its acquisition of Loughhead Roberts, a chartered accounting and financial planning practice in Parramatta, Sydney....

Two financial advisers have been banned for life following separate investigations by the Australian Securities and Investments Commission....

As superannuation funds seek to move further into the provision of full service financial planning, a recent report prepared for the West Australian Government has raised...

The current exemption of financial planners from the tax agent services regime has been extended to 30 June, 2012....

Calls have been made by financial planners in the US to follow Australia’s lead for advisers to adhere to a fiduciary standard of care when providing clients with investm...

The Australian Securities and Investments Commission (ASIC) has permanently banned Trevor Wayne Carll of Port Pirie from providing financial services for acting dishonest...

A mortgage broker has launched a financial planning division with a regional network reach....

West Australian investment manager Kingston Capital has given up its financial planning arm to Financial Services Partners (FSP) following a restructure of the business i...

Industry funds to become major players in the provision of financial advice....

Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....

Gold Seal Legal's Charmian Holmes explains how financial planners can master the art of referrals, and why it is best to choose your sources wisely. ...

Mortgage brokers will increasingly look to join with financial planners as their industries converge....

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

WHEN Money Management recently reported that recruitment agencies were advertising non-existent roles, it raised a broader issue of what constitutes acceptable and ethica...