ASIC has released a consultation paper to determine how a professional code of conduct will obviate the need for a financial adviser to comply with opt-in provisions cont...

For a financial adviser, building a strong marketing capability via social media needs to start with a professional website, something that is now cheaper and less compli...

There has been a tendency to forget about the ACCC ever since the regulation of consumer protection in the financial services industry moved to ASIC in 2001. But as Grant...

Fidelity’s Tom Stevenson explores some of the questions clients ask their financial advisers – and provides the answers....

Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...

While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...

There is only a week left to nominate Money Management's Financial Planner of the Year (FPOTY) for 2012 as the nominations close on Thursday, 11 October....

Finametrica founder Paul Resnik argues that risk profiling tools are all very well, but it is a financial adviser's ability to use those tools that really matters....

Improvements to advice delivery solutions may assist financial advisers in running a smoother business, but it can also pull them away from their core proposition of prov...

OnePath's Trauma Premier cover has taken out this year’s Money Management/Dexx&r Adviser Choice Risk Award for trauma products....

OnePath has remained at the top of the insurance game over the past 12 months and has again been named Money Management/Dexx&r's Risk Company of the Year....

A former WealthSure financial adviser has appeared in court facing 22 fraud charges brought by the Australian Securities and Investments Commission....

Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....

The Australian Securities and Investments Commission (ASIC) has alleged in court that a South Australian adviser misappropriated $3.1 million in client funds....