A round up of the latest events in the retail financial services business....

The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...

BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...

The Financial Services Reform Bill (FSRB) will alter the landscape in which agribusiness has to work. John Wilkinson reports on how the new rules will impact this investm...

Well known financial planning figure Gwen Fletcher has been confirmed as the chair of the board and president of the newly formed Association of Financial Service Educato...

Fierce competition has not stopped advisers in the US from sometimes pooling their talents, and even resources, in search of new and potentially profitable synergies....

Paraplanning Professionals has been purchased by Tribeca, the parent of financial planning training group IntegraTec, for more than $2 million in cash and shares, as part...

BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....

The financial services industry has been given an extra six months to prepare for the Financial Services Reform Bill (FSRB), after a starting date of 11 March, 2002, was ...

Management software specialist IQMS believes it has released the first attempt by a software provider to tackle the complete compliance burden associated with the Financi...

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 group Harts Australasia has taken another hit after a subsidiary of the group had its dealers licence revoked by the Australian Securities and Investme...

Australian accounting firms that operate under the worldwide MGI banner are to merge to form a new financial planning group called Acquest which plans to list in October....

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...