Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Semantics aside, there is real difference between financial advice and financial planning. Tom Collins discusses the factors driving financial planners to take another lo...

Last year’s <I>Money Management Top 100</I> survey revealed that of the largest dealer groups that make up that number, 40 were independently owned. Nicole Szollos spoke ...

Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Investec has made a further push into southern hemisphere financial services with the acquisition of a business in Australia and planned acquisition of a firm in South Af...

The last few years have seen many legislative changes which impact on financial planning, and 2000 was no exception. In 2000 we saw the introduction of the Goods and Serv...

New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....

In my view, financial planning practices are concerned about succession but have trouble accepting the changes they need to make to their business to allow a smooth and r...

When planners generally talk about their own niche markets, they often refer to some people at some point in their life stage, like retirees or high net worth executives....

The newly formed Financial Planners Education Association (FPEA) is set to launch its proposed constitution, says chair of the steering committee Gwen Fletcher....

Fiducian Portfolio Services has released its first half-yearly report as a listed company, recording a half yearly profit of more than half a million dollars....

Advisers should abandon any notion of charging clients fees on an hourly rate, says one of the industry’s most outspoken advocates of fee-based financial planning....

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

The National Australia Bank’s $115 million purchase of Deutsche Financial Planning and Deutsche Funds Management are in many ways a watershed for the financial planning i...