Financial planners who are not giving their clients choice and integrated service will fail, says National’s head of global financial services, Peter Flavel....

AM Corporation is one of the last surviving independently owned financial services groups in Australia. STUART ENGEL examines the impact of one of the biggest revamps in ...

Why would one of Australia’s most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

A push to make Portfolio Partners more retail-orientated and increasing market share in the superannuation business are the Norwich Union’s new chief executive officer’s ...

Why would one of Australia's most successful financial planning distribution businesses spend millions on setting up a direct distribution business? Stuart Engel speaks w...

While master trusts are a big part of the local scene they have yet to make a real impact in the UK market. JASON SPITS looks at why the market is set to change in the ne...

As a financial services professional have you ever held a meeting to discuss why clients are no longer excited by the value proposition of your products?...

A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...

Perpetual Trustees will aim to keep a lid on costs in preparation for a possible downturn in the stock market....

Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

What makes Australia’s top planners so successful? The answer, as Gerard Doherty discovered, lies partly in successful client management....

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

One of the most well known faces in the life insurance industry, Alan Betts, has teamed up with South African life insurer Capital Alliance to launch Australia’s first ne...