Administration platforms such as master trusts and wraps do not provide benefits to clients and, in some cases, hide the inefficiencies of the financial planning industry...

Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...

Electronic transaction platform provider InvestmentLink has won over AMP Financial Planning and Hillross Financial Services to use its e-Portfolio service, which raises i...

The Financial Planning Authority (FPA) in conjunction with industry players, has formed both a task force and a small working group to try and resolve the rising premiums...

The Financial Planning Association (FPA) has accused the Australian Tax Office (ATO) of discrimination over its decision to exclude financial planners from its settlement...

Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...

This is the man on whom so much of the ANZ Bank’s joint venture with ING depends....

In a bid to provide adequate education and professional standards for advisers specialising in the self managed superannuation (SMSF) industry, the Strategist Group manag...

Rothschild Australia Asset Management will operate as an independent entity under the deal to combine its funds management business with Westpac Bank to create a new orga...

A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...

A firm industry presence and successful network of financial planners has emerged as the standout features for the top three finalists in Money Management/Assirt’s FMOTY ...

ANZ has made a record first half profit of $1.05 billion on the back of growth of corporate business, fee income and credit cards....

Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...

Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...