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The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....

Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...

Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....

Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....

Aviva is offering financial support to dealer groups seeking to gain their own Australian Financial Services Licence (AFSL) and states it has now helped secure over 50 AF...

ING-owned RetireInvest has created a more equitable dealer split model for its advisers by abandoning its incremental revenue sharing structure in place of an arrangement...

Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....

Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....

If confirmation of the ‘cleansing’ nature of recent regulatory and legislative changes was needed then this year’s Top 100 Dealer Groups will provide clear evidence with ...

Zurich Financial Services Australia is launching new client-focused risk tools aimed at supporting advisers as part of its broader push into the Australian life risk mark...

For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...

The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...