Direct Portfolio Services is to target financial advisers for distribution of its share portfolio service....

The successful financial planner of the future will have more in common with a medical specialist than what we now know as a financial planner....

</B>There are three main ways financial planners market their business, says consultant Carol Davis of Carol Davis & Associates. Davis has recently completed the Resnik/I...

</B>Growing and mature planning businesses use one of three main ways to market their business according to industry consultant Carol Davis of Carol Davis & Associates. ...

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

APIR Certificates has unveiled a smart card it hopes to establish as the standard online security device for the financial services industry....

While up-front commissions are facing virtual extinction, trail commissions continue to form the backbone of the revenue streams of most financial planners. Some in the i...

Paul O’Brien has stepped in to the top job at New Zealand’s peak financial advisers association, the Financial Planners and Insurance Advisers Association (FPIA)....

More than 7,000 public service retirees have raised their hand for access to fee-for service advice under the Victorian Government’s superannuation initiative....

Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...

Weeding out non-profitable clients is a critical part of running a successful business, however many financial planners lack the confidence to confront these clients, acc...

The National Australia Bank’s $115 million purchase of Deutsche Financial Planning and Deutsche Funds Management are in many ways a watershed for the financial planning i...

The growth of financial planning, particularly the top level, is being hampered in New Zealand by the changing face of the advisory industry. ...

The divide between financial planners is becoming increasingly clear cut - there are those who have and those who have not. There are those who work as a part of a fina...