The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

Merrill Lynch Investment Managers yesterday launched its first separately managed account offering in Australia, the Merrill Lynch Customised Portfolio Service, and sever...

Four national dealer groups have begun trials of a new risk platform, the first of its kind, which has been in development for three years....

Financial Wisdom believes it is well on the way to growing its team of authorised representatives beyond its target of 400 by the end of the year, after signing up three ...

Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...

SRI is continuing to gain momentum, with funds under management in ethical investments reaching $7.67 billion, and AMP Financial Planning and Ethical Investment Services ...

Van Eyk Research has signed its fourth research alliance of the year, partnering with Chant West Financial Services to provide industry super fund ratings to clients....

Babcock and Brown has denied a desire to make a major play into Australia’s financial planning distribution channels was behind its decision last week to significantly in...

A business set up by the CBA to take equity stakes in boutique financial planning groups has been shut down after only one year....

Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....

The payroll tax threat against financial planning dealer groups appears over for good, after the NSW Government decided against appealing the verdict of its high stakes c...

A week after it opened its first office in New South Wales, Capstone Financial Planning has consolidated its presence in Queensland with the opening of a new office in th...

Bridges Financial Services has won a resounding victory in its payroll tax dispute with the NSW Government, dodging a multi-million dollar tax bill in a decision that wil...

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...