Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...

Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....

Australians who lost money investing in the now-collapsed LM First Mortgage Income Fund have limited opportunity to recoup losses due to bad advice, Slater & Gordon has w...

The major political parties have been warned that unnecessarily tinkering with super policy will carry with it significant risk of a negative reaction from those aged ove...

Powerwrap has acquired financial services firm MWH Capital in an effort to tap into the growing personal investment and broker markets....

Synchron’s Don Trapnell calls for proof to justify ASIC’s concern on churn....

Affinia’s Craig Parker discusses how customer centricity is emerging as the new practice business model. ...

Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....

Risk advisers with old portfolios need to go through their client bases and dig out any investment income, according The Risk Store founder Sue Laing....

As it continues its push for regional growth, Centric Wealth has appointed Bonnie Boezeman AO as director of urban growth New South Wales....

Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...

When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...