The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

Can financial advisers give specific taxation advice? Are they authorised to discuss tax matters with clients at all? Even armed with a new tax ruling that appears to fav...

Recent court cases have highlighted the risks in providing insurance advice. Col Fullagar writes on the issues of hindsight....

One of the persistently used objections to choice of fund is ‘mis-selling’....

Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....

Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....

The role of the business development manager (BDM) is one that has seen significant change over the past five years. BDMs were once regarded as those shiny, happy people ...

Q: Under financial services reform (FSR) I am afraid that I cannot afford some of my clients, or more correctly, they cannot afford me. I have heard conflicting comments ...

Push button planning or a smart business move? Nick Brinkworth discusses corporatising your client relationship....

Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....

While some advisers only use external paraplanning services when they are starting up their businesses, many practices are realising the benefits of making this temporary...

Financial planners and dealer groups may be held liable for incidental advice or even casual comments after a recent decision by the Financial Industry Complaints Service...

Financial planners, clients and ASIC are focusing on how financial planners price their services. Which way is the best way to go? Robert Keavney reports....

New opportunities have opened for advisors with the changes to the superannuation laws regarding divorce settlements....