Centrestone Wealth Management, the business created by Robert Keavney, Malcolm Turnbull and Michael Pillemer, has made its first purchase of planners bringing onboard Kei...

The life insurance industry has continued with its moves to become more profitable and the news is good for planners. JASON SPITS examines what senior executives are plan...

IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....

Having the biggest planner force is no sign of success. As JOHN WILKINSON writes, some of the lesser lights are advising on even greater sums for wealthier clients than t...

TRUST Company of Australia (TCA) has launched an executor package for planners, thought to be an Australian first....

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 ...

The deadline to comply with the minimum standards of Policy Statement (PS) 146 have come and gone and from all accounts the industry has done well with most planners prov...

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...

Only those living under a rock can claim unfamiliarity with the dismal financial predictions for today’s workers....

CHIFLEY Financial Planning will lose four of its planners after they decided to leave the group, ending a dispute over pay and averting further action by the planners....

Professional Investment Services (PIS) has purchased the first online practice management manual produced in Australia with plans to roll it out across its dealer group....

Job advertisements ask for all the same criteria – loads of planning experience, DFP or CFP qualifications and good communication skills. But what skills and talents are ...

READERS of Money Management will have seen stories about financial planning dealer groups that have talked up their future growth plans. These are usually based on the gr...

Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...