Of surveyed practice principals, 63 per cent were ‘highly satisfied’ with Australian Unity’s service and 35 per cent were ‘satisfied’....

Two former NAB executives have launched an online cloud-based wealth advice service for members who did not visit financial planners. ...

Col Fullagar considers the difference between service and financial advice within the adviser value proposition framework amidst the debate around adviser remuneration mo...

Russell Collins explores how risk advisers can overcome objections from clients when interviewing them, particularly the ‘I can’t afford it’ objection. ...

BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

Watershed Group’s advisers with strong or active market views were able to beat their respective index benchmarks for the year to June 2015....

Current questionnaire based risk profiling fails clients with advisers unable to provide a solid basis for decisions stemming from the process....

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....

Market uncertainty and declining investor sentiment has created gloom amongst many Australian financial planners....

NAB said it would compensate almost 62,000 customers after a review found errors and processes on its Navigator platform dating back to 2001, before NAB acquired Aviva in...

Perpetual Private has recruited long-serving ipac securities technical services head, Colin Lewis, as Head of Strategic Advice....

Centrepoint Alliance is trialling an entry level robo-advice offering among one of its planning groups claiming it will reduce administration burdens for planners....

The AIOFP has labelled the tri-party life/risk commission regime changes as a sell out of advisers and will submit its own amended regime model this week....