For financial planners looking to secure a loan, making a good first impression with the lender is crucial, according to NAB national manager for financial planner bankin...

While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....

Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....

Financial planners are required to be members of an approved external disputes resolution service but they may not always know whether they are getting value for money....

Following Vow Financial Wealth's entry into a joint venture with a financial planning firm in May last year, Vow is clearly focussed on attracting more mortgage brokers, ...

The dealer group model is changing and BT’s Mark Spiers says financial planners will need to make choices consistent with the newly evolving reality....

Most financial planning principals have felt the need to reduce costs within their businesses, according to a survey conducted by Money Management....

Former Millennium3 Financial Services executive director of advice and advocacy Sean Graham has joined Mills Oakley Lawyers' financial services practice....

Being a financial planner feels like living a fairy tale, but perhaps one written by the Brothers Grimm. Bryan Ashenden tells a story about Jack and Jill, two advisers wh...

New insolvencies data suggests financial services firms are weathering the tough times better than most, albeit some advisers and MIS schemes were exposed....

David Bertram has stepped down as head of practice management and associate director at WealthSure to join Titanium Group....

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

New Investment Trends research confirms life/risk has grown in importance in the planner revenue equation....

The majority of Australian finance workers would recommend a career here to overseas peers despite the high cost of living, according to the recent eFinancialCareers Annu...