The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....

More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....

Guardian Advice moves to make medical-related processes easier for planners....

AIA Australia has announced another platform link-up, this time with HUB24....

Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...

ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...

As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...

Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...

Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....

The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....

Guardian Advice moves to get advisers ready for FOFA via workshops. ...

IOOF has moved to help prepare its planners for the new Future of Financial Advice regime with the release of a Fee Disclosure Statement Questions and Answers pack....

The FPA is calling for Tax Agent Services Act (TASA) amendments to be sent off to a committee and possibly deferred for another six to 12 months, following the tabling of...

BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....