The FPA has hit back at the Government’s claim that financial adviser misconduct is the only reason why compensation has been awarded to victims of the Trio Capital colla...

Financial planners are going to be fundamentally affected by the Tax Agent Services Act but, as Cecilia Storniolo explains, there will be many unanswered questions almost...

SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...

AFA wants legislation to reflect that there is no difference between planners and advisers....

A financial adviser has been battling with TAL for more than two years over the commission arrangements surrounding one of his clients....

Knowing what to do to avoid major pitfalls at claim time is where advisers’ true value lies, according to Col Fullagar....

An increasing number of financial planners want to take a more active role in estate planning for their clients. Here’s what they should do, writes Anna Hacker. ...

Dealer groups are not the only financial services companies being forced to adapt to the new FOFA environment, with Instreet Investment’s George Lucas explaining that fun...

MySuper licences could be cancelled if super fund trustees breach guidance on giving and collectively charging for intrafund advice, ASIC has warned....

Younger Australians are more likely to say they have life insurance than those nearing retirement, according to new research conducted by TAL. ...

The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...

Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...