The ATO has been urged to treat the provision of advice within super equally across types of funds....

Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....

Allen Iu writes that the communication evolution is changing the way the life insurance industry connects with customers – and could help us solve the underinsurance prob...

John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....

The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....

The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....

ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....

Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...

Even the strongest of client relationships can be tested when returns are weak. As Tom Reddacliff explains, long-term relationships between financial planners and their c...

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

New Rice Warner research suggests cost savings inherent in proposed ASX Managed Fund Service....

Many significant players in the dealer group sector have reduced their financial planner numbers, though the industry remains optimistic....

Mike Taylor writes that the sale of client books entailing trailing commissions will look utterly incongruous in a post-FOFA world unless financial planners are actively ...