Snowball Financial has paid $5 million to make two major acquisitions, giving the listed financial planning business exclusive access to 196,000 credit union members with...

Non-aligned wealth management group, Fiducian Portfolio Services, has reported a 915 per cent increase in consolidated profit after tax to $1.877 million for the 2005 fin...

Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...

There is a degree of confusion by some practitioners in the financial planning and accountancy fields as to the ability of an accountant to give advice to a client of the...

A solid contribution from its wealth management division has helped the Bendigo Bank to a rise in profits of more than $10 million....

Australia has long been known as the world’s largest exporter of beef, but we are increasingly being globally recognised for our brains. According to research by Austrade...

It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...

In 2007, the Financial Planning Association of Australia (FPA) will set a global precedent by requiring all advisers wishing to gain its senior qualification, Certified F...

The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...

Industry, government and corporate superannuation funds have been included for comparison in an updated version of a Mercer Investment Consulting superannuation fund asse...

The introduction of the Financial Services Reform Act has had a major impact on practice profitability – especially for smaller businesses that do not have the scale to e...

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Aren’t you tired of hearing about holistic, lifestyle planning? I am. Not that the concept is wrong, it’s just an impossibly tall order....

Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...