Forty per cent of proactive investors achieve their investment goals with the help of a financial planner while 72 per cent seek advice from an independent expert such as...

Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...

Very few people in the industry would have failed to notice the push to higher education standards that have been going on in recent years, especially after it received a...

Lonsdale Financial Group, a subsidiary of Zurich Financial Services, has established an on-line business support service developed exclusively for accountants including t...

Integration is a win for all stakeholders...

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...

Financial planning and accountant consolidator Investor Group has undergone a restructure of its operations resulting in the resignation of three directors and the appoin...

Cutting joint venture deals with financial planners is the best option available for accountants wanting a slice of the action in the financial advice game...

The consolidation trend within financial services looks set to continue as activity within the partly Zurich owned Lonsdale and Bridgeport groups pick up pace....

In my last article I discussed the role of the financial planner and how the Financial Services Reform Bill (FSRB) does not equate advice with financial planning....

The creation of a new accountant-based dealer group last year caused a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their progress s...

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

</B>There are three main ways financial planners market their business, says consultant Carol Davis of Carol Davis & Associates. Davis has recently completed the Resnik/I...