The retirement income streams industry is blooming. The value of its funds under management has soared over the past five years and its future looks just as bright as mor...

Australian financial planning groups have been allocated 64 million shares, or 3 per cent of the shares available, in the Telstra 2 offer....

As part of a drive to turn itself into a "multi-financial service" provider, JB Were, Australia's largest retail stockbroking house, will launch a new financial planning ...

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

Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...

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. ...

While some financial planners are already capturing younger customers, many more are overlooking a market that is poised to become a major force to be reckoned with. Loui...

Independent financial planners have had it too good for too long and their success has not gone unnoticed. While most are yet to feel the pinch, cashed-up challengers are...

Merrill Lynch Mercury Asset Management hopes to attract $50 million per fund in the medium term for its “Professional Investor” suite of mezzanine priced funds....

A Western Australia vineyard project that was sold heavily through financial planners has gone into administration....

Financial planners with clients seeking to capitalise on the growth in the tech-nology sector can now take advantage of the recently launched Technology Invest-ment Fund....

With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...

In mid August, the Treasurer released a consultative paper on the application of the GST to financial services. Funds managers, life and general insurers, trustees of sup...