Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....

Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....

The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...

Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...

Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

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

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....