CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...

LOWELL Flinders, the dealer group headed up by long-standing industry figure and former Financial Planning Association (FPA) chair John Godfrey, is seeking to expand and ...

BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...

The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...

When I was handed the job of editing Money Management in the early days of 1995, the then publisher David Koch joked about my appointment to dozens of industry luminaries...

By now most financial planners would have begun to send out the clients annual statements and some will be bracing for the phone calls questioning why there are negative ...

The search for high net worth clients is misguided and is in part based on the large fees and commissions planners can draw from them which reflects a present focus on bu...

There is a saying that old advisers never die, they just re-write their life insurance policies....

Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...

INVESTOR Group has flagged the possibility of further acquisitions as part of its bid to make its Prescott brand a nationally recognised financial planning network after ...