The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...

Small and medium business owners tend to be too focused on sales and turnover and need guidance on how to derive personal wealth, according to Westpac Banking Corporation...

Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....

Conventional portfolios have largely failed retail investors and financial planners need to reconsider incorporating a fuller range of appropriate investments, according ...

In the last decade computers and technology have been responsible for many redundancies in the workplace, and those further down the financial services food chain could b...

Veteran risk adviser John Zwiers says the great trouble with the financial planning industry is that it pays lip service to the risk industry – and it has got to stop....

The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...

An ageing Australia will provide financial planners with greater opportunities. Julie Bennett reports....

While most financial planners probably understand the essentials of handling the accumulation phase of self-managed superannuation funds (SMSF), they will need to know a ...

The current transition to the new Financial Services Reform (FSR) regime represents only the beginning of an evolution to a new standard, according to senior partner with...

The ongoing legacy of the HIH Insurance collapse in Australia is the cost and availability of professional indemnity insurance. Mike Taylor reports....

Financial planners are stepping into the insurance ring, and while they have textbook knowledge and software in their corner, do they have the skill set? Lucie Beaman rep...

Two Promina owned dealer groups – financial planning advice focused Cameron Walshe and life risk advice orientated Guardian Financial Planning - are to be rolled into one...

The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...