Members of financial services professional bodies who offer financial advice will have to be licenced and regulated to the same standards of a financial planner, followin...

Opposition financial services spokesman Stephen Conroy has hit out at Telstra for channeling its redundant staff towards National Australia Bank subsidiary Advantedge for...

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

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

The Commonwealth Bank Group has launched a product aimed at snaring small to medium businesses seeking financial advice....

When planners generally talk about their own niche markets, they often refer to some people at some point in their life stage, like retirees or high net worth executives....

New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....

Yet another consolidator has emerged and will list on the Australian Stock Exchange in the next few weeks....

Financial planners are now the “dominant force” in the personal finance market, according to Financial Planning Association (FPA) chief executive Ken Breakspear....

Male and female financial planners are perceived as two distinct groups by the Australian public, according to a National Australia bank (NAB) survey....

CPA Australia is stepping up its move into financial planning with the launch of a new designation and the announcement of its first financial planning conference....

On-line financial services provider Snowball group has secured its first client, the Retirement Villages Association of Australia (RVAA)....

In 1992, the word “Internet” didn’t even rate a mention in most dictionaries. In 2000, over 25 per cent of Australians are online and the percentage is rapidly growing. ...

Yes they should. Well if you look at any other profession not all GPs are surgeons and essentially an account may not have the exposure to investments, just because you c...