The mission by the financial services giants to dominate the financial planning industry is now complete....

Since its inception, the Financial Planning Association (FPA) has set about establishing financial planning as a distinct profession. Such distinction recognises that the...

Lowell Capital Ltd, the boutique Melbourne accountancy group will expand into financial planning by early next year according to managing director Paul Cowan....

The Institute of Chartered Accountants (ICAA) expects more than 3,000 of its members to take up its new financial planning specialisation within five years....

Accountants must lay to rest preconceived notions of financial services groups if they are to maker a dent on the financial planning business....

Matching clients’ investments to their risk tolerance levels is increasingly becom-ing an important part of financial planning. Jason Spits explains why....

IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....

Steve Blanche has departed AC&L to join MLC Adviser Solutions as the national sales manager, protection....

It has been a tough couple of years for Sealcorp since being acquired by St George Bank back in December 1997. But with a new chief executive and a fresh team of senior e...

Retired secretary of Perth-based RAC Superannuation Fund Kerry Davey always knew Bob Harris was coming to brief employees when he saw a diminutive figure toting a brand n...

There has been a lot of talk about how financial planners can exploit the opportunities opening up in the changing world of superannuation. NSP Buck is one group actually...

The Financial Planning Association (FPA) has rolled out its first major advertising and public relations campaign, said to be worth up to $1 million, this week....

One of the great financial services debates of this decade has been whether financial planning is a profession. ...

Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...