IOOF has now fully bedded down a tiered support service offering to selected advisers – IOOF Premier Services (IPS) – following the launch of the initiative to planners b...

Financial advisers have been criticised for failing to recommend client businesses, with calls for advisers to make the notion of referrals a two-way affair....

Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....

The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...

Is there any way to accurately measure adviser quality, asks Robert Keavney....

Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....

The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....

Risk insurance has been on the ropes for some time but it is far from down and out. In fact many in the game would contend the market must improve as it has no other opti...

It's hard enough treating every one fairly in an estate plan – but it's even more difficult when the beneficiaries are part of a blended family. Jack Houwing describes hi...

Perpetual Trustees head of marketing Michael Young has stepped away from the group, ending his seven year relationship with the company....

Sydney-based financial planning group Morrison Carr will embark on an ambitious recruitment program by offering a flat dealer fee to advisers of $1,000 per month....

AMP affiliated financial advisers in New Zealand are thumbing their noses at a proposed support package by the company to help them through the de-merger process....

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....

Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...