The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...

Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...

RetireInvest is on the up and up – and they want you....

Sealcorp-owned advisory groups Securitor and Pact will rebate 100 per cent of client fees paid by cheque to the groups back to advisers, creating a fee for service model ...

St George Bank branches have begun to refer financial planning clients to advisers within the Securitor dealer group in rural areas where clients have no access to salari...

Perpetual Personal Financial Services, the wealth management division of Perpetual Trustees, has retrenched 51 staff including a small number of advisers in what it says ...

While the pay may be less than spectacular, paraplanning is set to become a career in its own right. Ben Abbott reports....

Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....

Macquarie Portfolio Services will launch its own version of a low cost platform in August which will offer minimum investment levels of only $2000 to access the platform....

Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...

Platform provider Oasis has built what it claims is the industry’s first free software product - a new Internet-based straight through processing (STP) adviser desktop sy...

We all know the 80/20 rule which says the top 20 per cent of our clients give us 80 per cent of our profits....

Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...

The Australian Securities and Investments Commission (ASIC) has permanently banned former financial adviser David Paul Mudge from acting as a representative of a securiti...