Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....

Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...

When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...

Henderson Maxwell senior planner Andrew Zbik will take over as senior financial planner at Omniwealth....

Equity Trustees is planning to target small to medium corporate superannuation funds with a sophisticated investment and services offering, with basic MySuper investment ...

Mobile devices such as smart phones and iPads will continue to become an increasingly large part of the way financial advisers do business....

Bennelong Funds Management boutique Kardinia Capital has opened its Absolute Return Fund to retail investors, with the product disclosure statement likely to be available...

Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...

BT Insurance has launched a range of new protection plans for homemakers and high net worth individuals as well as more flexible application processes for financial advis...

Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....

Financial planning businesses are increasingly looking to diversify their revenue streams in an attempt to secure their business models in the face of looming Future of F...

FOFA reforms will dent the growth of the personal superannuation and allocated pension markets, but the self-managed, industry super fund and employer sponsored sectors w...

FMD Financial has announced its successful merger with FMD Group member Reynolds Williams and Associates and the appointment of former Perpetual Private Wealth executive ...

The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...