The Australian Stock Exchange has been given a clean bill of health by the Australian Securities and Investments Commission (ASIC) in its latest annual assessment of the ...

SMA International, a soon-to-launch individually managed account (IMA) firm, is aiming to give the IMA market a much needed shot in the arm by offering wrap platforms and...

Financial planners and other financial services providers who sell products over the phone or in other ‘time critical’ situations have had their compliance burden reduced...

The financial services industry has been challenged to regain consumer and regulator trust by lifting the standard of its ongoing education and professional development c...

The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...

Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...

AMP director of advice-based distribution Steve Helmich will stand down as Financial Planning Association chairman, making way for chair-elect Kathryn Greiner - the first...

The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

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 perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...

Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....

Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....

There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....