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3 October 2008
Industry to profession: Why fee for service is only one element of a more important transition Many will miss Alan Kohler from the pages of Professional Planner. His articles were always trenchant, entertaining and took no prisoners - his valedictory piece in the September issue on commissions vs fees for service being a case in point.

2 October 2008
Is it different this time? One of our advisers stopped by my office today and spoke to me about the current 'crisis'.

1 October 2008
Plan B supports Western Australian cycling Plan B Wealth Management is proud to announce our support of Cycling WA's High Performance Program - the Plan B Racing Team.

10 September 2008
The seven great pillars of fiduciary wisdom For investors in search of a silver lining amid the dark clouds of the financial services industry, one positive development would be the long-overdue shake-up in the area of fiduciary standards.

3 September 2008
Why we need fiduciary certification For those investors in search of a silver lining amid the dark clouds of the financial services industry, one positive development would be the long-overdue shake-up in the area of fiduciary standards.

20 August 2008
Plan B in control Boutique wealth manager Plan B has reported an increase in net profit of 11 percent, taking it to $4.8 million for the year to June, but funds under management stayed relatively flat at $1.77 billion.

11 August 2008
Plan B and AFG join forces Mortgage aggregator Australian Finance Group has teamed up with Perth-based wealth management adviser Plan B Group Ltd to offer a full range of mortgage products to customers.

14 July 2008
Plan B funds up 1.1% Plan B Group Holdings Ltd says it is on track to achieve its existing profit forecast, after reporting that its funds under management increased by just 1.1 per cent last financial year.