The Financial Planning Association has secured a partial victory in its ongoing struggle with the Federal Government and the Australian Tax Office (ATO) regarding the Ali...

Weeding out non-profitable clients is a critical part of running a successful business, however many financial planners lack the confidence to confront these clients, acc...

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

The changes to the business tax system introduced last year has resulted in hundreds of planners being hit by rules designed to cut down on the alienation of personal ser...

A new generation of financial planning groups is driving change in the industry, forcing existing planners to start valuing their clients and fighting for their loyalty, ...

Count Financial shares debuted on the Australian Stock Exchange at a 38 per cent premium to its 40 cent listing price....

Probably the biggest trend in financial planning circles over the past two years has been the plethora of dealer groups, master trusts and investment groups offering advi...

The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...

When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...

Educated investors are no longer willing to put up with financial plans which don't meet their needs but advisers have ways to protect themselves as <B>John Wilkinson</B>...

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Financial planners will need to change the way they offer advice on tax issues as they relate to investments....

Planners should not be put off from entering the self-managed funds advice market by complex legislation, says PSI Group chief executive officer Paul Kolatchew....

Dresdner RCM Global Investors business development manager Julie Rigoni has left the group but will remain in the industry in a consultancy role....