Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...

ASIC will seek to ban management figures in financial planning firms that are involved in advice failures....

Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....

Certitude Global Investments has extended its Melbourne team with the appointment of Jennifer Savedra as business solutions manager....

Financial advisers have to advocate further to avoid the growing involvement of lawyers in the insurance claims process....

Successful succession planning requires a mix of research, preparation and experimentation, explains Simon Harris....

ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....

Administration and compliance is costing advisers more than $15,000 a year in lost revenue, according to a CoreData report....

Advisers have been urged to clarify “confusing” bond rules under the Government’s new aged care reform program in order to protect their clients from undue distress. ...

AIA Australia has released a new commission payment model for advisers, which it says could almost double the value of advisers’ business over 10 years....

Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...

Clients considering aged care for their loved ones should be advised to speed up the process to avoid new means test rules set to kick in later this year, a life insuranc...

Adelaide-based SMSF company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services. ...

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....