The debate over fees and commissions is as old as financial planning itself. Tom Collins asks whether we are arguing over definitions....

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...

Marisa Broome set out to create a totally online financial planning service in Australia. Kate Kachor reports on her progress towards that goal....

At first glance Marisa Broome’s office looks more like a tastefully furnished meeting room than a place of work. ...

Cold calling is finding a new lease of life as offshore groups seek investors to part with their cash. Yet many of these are either not licensed to operate or even on the...

IFP is ramping up its Application Service Provider (ASP) platform in a bid to bolster its financial planner back office support business....

Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....

Wealthpoint has recorded mixed results for its first profit statement since the company changed its name....

Marketing a financial planning practice is not always a difficult task and may be much easier to do than first thought. Rohan Mead finds it can be a fairly unscientific a...

Professional Investment Services (PIS) has signed up with Australian Finance Group (AFG) to provide mortgage broking throughout its network of financial planners....

...

One of the highlights of last year’s FPA Conference in Melbourne was a presentation by respected planner Ian Heraud. The tape of his session ended up being the most keenl...

As 2001 rolls over on desk calendars issues concerning the financial planning fraternity begin to surface. Kate Kachor looks at the big issues facing planners this year....

Financial planning salaries are on the rise, fuelled by an increase in demand for quality financial planning talent....