Competition for clients is heating up among financial planning firms, particularly the small to medium boutique firms, but there are some serious service gaps in the prod...

Helping your clients get what they need requires a team effort from you and a host of other professionals, says Jennie Murray....

Lifespan Financial Planning will lose a pivotal executive this week with research manager William Tomac signalling his departure after more than eight years with group....

A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...

The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....

Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....

Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....

Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...

Standard & Poor’s has a long history in the financial industry and as Rebecca Evans reports, it is planning for a great future....

The Commonwealth Bank of Australia has snared former MLC strategist - Marc Herrmannsen - to head-up its ongoing group-wide advice project and assist in formulating a new ...

Charles Sturt University has joined the small band of Australian universities offering a Masters of Financial Planning degree after striking a deal with the Sydney-based ...

Telstra owned Australian Administration Services is set to throw its hat into the financial planning arena in what would be a first for a back-office administration firm....

If confirmation of the ‘cleansing’ nature of recent regulatory and legislative changes was needed then this year’s Top 100 Dealer Groups will provide clear evidence with ...