America's two top financial planning associations have announced plans to merge....

The Financial Planning Association (FPA) has reacted strongly to news that two accounting bodies intend to set up independent financial planning designations....

Arab Bank Australia will look at providing financial services products when the customers demand them, says managing director Jack Beighton....

Financial planners are sitting pretty. Not only are they in great demand, but many are earning in excess of $100,000 a year and most can expect good increases in the comi...

1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...

By offering choice to employees, the superannuation industry is boosting the demand for financial advice, but super funds are going head to head with financial planning g...

Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...

Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...

I have agonised over writing this particular column. I was a founda-tion member of the IAFP; on the steering committee that set up the Certified Financial Planner (CFP) d...

Name: Ralph Wilson...

Name: Ralph Wilson...

Several financial planning and research groups have slapped “hold” notices on new investment in BT Funds Management’s products as they wait for a buyer to emerge....

Stephen Van Eyk was rather surprised to find himself inundated with job applications after comments on the company’s expansion were published in Money Management last yea...

Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....