Former Lionsgate representative permanently banned....

Pengana CEO Russell Pillemer has reinforced the need to examine inherent risk in investment portfolios as Australia's baby boomers approach retirement....

When it comes to servicing Australia’s ageing and increasingly wealthy population, many advisers overlook the opportunities that exist in philanthropy. Lawyer Vincent Ho...

Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...

There are divergent views, but Barry Lambert believes licensing may mean planners will have to figure out how to stop accountants from taking their clients....

Adviser cops life ban for insurance applications in names of non-existent people ...

The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....

As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...

Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....

Jonathan Wu, who started his career in financial services as a teenager, was this year’s recipient of the Young Achiever of the Year award for 2013....

BT Life's Michael Baragwanath has been named this year’s Money Management BDM of the Year. ...

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...