Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....

Opponents of the Waltus scheme to amalgamate most of its property syndicates into a single company are preparing an appeal following a loss in the High Court earlier this...

Opponents of the Waltus scheme to amalgamate most of its property syndicates into a single company are preparing an appeal following a loss in the High Court earlier this...

If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...

Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...

In the US, financial planners are no strangers to corporate pension funds and many have shaped their entire businesses around the lucrative US 401k pension plan market. D...

Property management company Waltus could be in for a protracted court battle as it fights to implement a plan to amalgamate most of its property syndicates into one entit...

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...

A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....

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...

A Melbourne based accountant has pleaded guilty to ordering the redeeming of su-perannuation money on behalf of clients who had not qualified for retirement....

Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

The movie image is always the same – the cool, calculating suit, watching stock figures float down the lap top screen until at some point he speed dials his broker and sh...