The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

YBR Wealth Management moves to a non-bank organisational structure to take advantage of the anticipated fragmentation of the financial services industry....

Citi announces Deirdre Wroth as head of banking and wealth management products for its consumer bank in Australia....

PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....

Yellow Brick Road has increased its wealth management revenue while also boosting adviser and branch numbers....

Wealth management achieves largest growth of all divisions, as CBA reports a record $4.2 billion half-year profit....

Despite all the negative publicity, Commonwealth Financial Planning has exited its 2011 EU with ASIC....

As wealth management becomes increasingly important for Yellow Brick Road, the company reveals plans to focus on affordable advice for 'outsiders’....

Wealth management group Praemium has reported a 70 per cent jump in funds on its SMA platform....

A lack of investment in the development of entry-level staff sees shortage of assistant financial planners and paraplanners....

Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....

Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....

AFS Group owes more than $11.3 million to its creditors and is unlikely to be able to pay a dividend to any one of them....