Stepping out of a practice that one has spent a life time building up – and getting the highest return for it - is a complex process....

Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...

I have agonised over writing this particular column. I was a foundation member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) de...

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

The future of the financial planning co-operative Consolidated Finan-cial Services (CFS) is "on a knife-edge", chairman David Craig has told Money Management....

Financial planning groups are looking to beef up adviser numbers as the push to gain critical mass continues unabated....

An ambitious financial planning co-operative has hit a snag, with directors wrangling over control of the group. ...

The latest version of ASSIRT Desktop financial planning software will be available from the middle of May, software manager Mark Perica announced at a briefing in Melbour...

I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...

BT Funds Management has won over all but one of the dealer groups and research houses expressing doubts over BT’s management following its planned merger with Deutsche Ba...

Judging from recent publicity and a sampling of the positions vacant columns, demand and rewards for financial planners and associated support staff is growing strongly. ...

Adviser Group founder Gordon Allen has joined Melbourne-based marketing company CPM Communications Group to launch a project management service for public offer investmen...

To many in the financial services industry, the title “paraplanner” conjures up an image of a quiet techie beavering away behind the scenes on the lesser tasks of financi...