It is interesting to see how, despite the temporary dictates of current fashion, certain values always come into their own. Right now “trust” is an old fashioned value of...

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...

Until financial planners shrug off their sales persona, they will not build trust rela-tionships with their clients, according to a keynote speaker at the FPA Convention....

Every financial planner’s practice is a franchise just waiting to happen. Instead, how-ever, most are so busy working that they do not have the time to get rich....

Today’s financial planners don’t need to be superheroes in order to attract new cli-ents. Or do they?...

All planners know the pitfalls of recommending investments that do not fit the risk profile of their clients. Putting aside the ultimate scenario of a disgruntled investo...

“How do you determine a client's risk profile?”...

Steve Blanche has departed AC&L to join MLC Adviser Solutions as the national sales manager, protection....

The Financial Planning Association (FPA) has added one new face and returned three long serving FPA board members to its board....

The changing face of Australia's financial services and those using them has meant the role of the financial planner is greater than ever. As a result if the sale pitches...

“This issue is a huge sleeper and it makes John Laws look like a bloody Franciscan monk.”...

On average, Australian women are outlasting their men by five years, creating an interesting and growing niche market. ...

Migrants can be an affluent market for financial planners, but, it seems, also a difficult one which requires much patience and hard work before it pays off. ...