US expats should seek financial advice before renouncing their citizenship in response to the Foreign Account Tax Compliance Act....

Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...

Ex-pats are being urged to seek advice as OECD regulations come into effect enabling global regulators to share financial account information....

Robo-advice should be used to examine investors’ choices and enhance their investments rather than starting from scratch. ...

Financial advisers were ‘pawns’ in the financial industry to distribute products in the past, but this will no longer cut muster, a consultant firm principal believes. ...

Insurance firm, dmk group, has joined Bombora Advice to leverage off its industry position and services....

Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....

New Investment Trends research confirms that financial advice still costs more than most consumers are willing to pay....

Advisers could face penalties for assisting foreign investors to breach property ownership laws, under legislation that comes into force today....

Advisers need to change the language they use to connect with clients, instead of forcing them to learn adviser language, a financial adviser said. ...

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Eighty years on, the vision of founder William McCormick Blair still guides the funds management business that bears his name, writes Nicholas O’Donoghue. ...

Commonwealth Bank chairman, David Turner, says the bank has learned its lessons from its financial advice failings....

Count Financial tells accountants they are trusted by clients and therefore need to understand the size of the advice pool....