Royal and SunAlliance Financial Services (RSAFS) will add a further dealer group to its distribution capabilities with the launch of its newest group, Guardian Financial ...

The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...

In his first year at the helm of the Financial Planning Association (FPA), Ken Breakspear’s focus has been both on the home front as well as on the big picture issues. ...

Communication in the financial planning industry should be as free and open as possible as a means of building trust between advisers and clients according to Accumulus c...

The official unveiling of Compound Investments at this year’s Financial Planning Association (FPA)annual convention will be one of the industry’s lesser guarded secrets....

While the employment market in other sectors, including parts of financial services, is looking decidedly grim in the face of a slowing world economy and the after effect...

The Financial Planning Association of Australia (FPA) has finalised an agreement to sell its professional education program to the burgeoning Indian planning industry....

Asking someone who to name a person they consider to be an influential person is not easy, but when the question is narrowed and the aim is to pick the most influential p...

What exactly is meant by wealth management? In defining wealth management there seems to be two polar extremes. For some people, it is simply a good marketing term for fl...

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

The issue of planner renumeration is one which has been at the centre of debate for quite some time. Most planners with some time in the industry will be aware that the s...

There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...