Large institutions have failed to understand the nature of financial planning despite the fact they are building large distribution groups according to Sealcorp Victorian...

Typical planning practices are caught in a cycle of continuing to do business in certain ways because they have always been done in that matter according to BT Funds Mana...

Investors continue to be sceptical about the quality of financial planning advice and that vested interests are being promoted by the advisory market ahead of the needs o...

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...

The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...

The Financial Planning Association has partially reversed its decision requiring planners who receive training with other education providers to sit a challenge test, as ...

Over the past 12 months the working lives of Australia’s financial planning fraternity has been given a good shakeup and for some, even been turned upside down. The bad n...

Royal and SunAlliance Financial Services (RSAFS) will add a further dealer group to its distribution capabilities with the launch of its newest group, Guardian Financial ...

The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...

The issue of planner renumeration is one which has been at the centre of debate for quite some time. Most planners with some time in the industry will be aware that the s...

It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...

Boutiques dealer groups have staked their claim by grabbing high net worth clients as well as some of the best advisers. John Wilkinson breaks down the data and finds man...

While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....