Van Eyk Research is about to roll out a set of research tools which will allow planners to construct portfolio models based on selections of various funds and managers....

AM Corporation has gone live with a new electronic form designed to speed up applications for superannuation, which until last week, needed to be processed on paper forms...

Most advisers promise ongoing service at their initial meetings with clients. However, as Rob Keavney points out, a large number fail to deliver on that promise....

Online financial services group InvestorWeb has signed a deal that will roll out its new web-based financial planning software to more than 100 advisers....

Sealcorp will be standing in as a “buyer of last resort” for its dealer group members wanting to offload their practices....

Tower has increased its shareholding in master trust, Beacon Investment Management after it bought out the shareholdings of Grosvenor Securities....

At initial meetings, most financial planners at least imply they will provide ongoing service to their clients. Rob Keavney reckons there is a large body of planners that...

Charter Financial Planning is taking an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full d...

Sealcorp is about to add a share trading facility for financial planners to the Asgard master trust....

At initial meetings, most financial planners at least imply that they will provide ongoing service to their clients. Rob Keavney reckons there is a large body of planners...

Charter Financial Planning is taken an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full de...

Nearly three quarters of financial planners are selling or recommending life and risk products, according to a survey commissioned by ING....

Advisers are flocking to international shares in record numbers, according to research by Perpetual Investments....

Semantics aside, there is a real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another ...