Russell Investments director for client investment strategies Scott Fletcher says emotional investing is leading to clients abandoning long-term strategies for wealth cre...

A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...

Independently-owned financial planning group Premium Wealth Management has entered into a strategic alliance with responsible investment solutions company The Emerald Clu...

ASIC has permanently banned Colin James Oberg from providing financial services after he withdrew over $1.55 million of client funds without permission....

Churn in the life/risk space remains a contentious issue, but as Col Fullagar explains, responsibility not only resides with advisers but also with the insurers and how t...

As the market continually fails to meet the highs of pre-2008, fed up retail investors are increasingly looking to equity hedge funds for higher returns, according to Aus...

An unlicensed Sydney-based financial planner has been permanently banned from providing financial services by the Australian Securities and Investments Commission....

Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...

Australians have lost $113 million to sophisticated investment fraud since January 2007, and the victims have predominantly been financially literate and highly educated ...

Direct life insurance will account for 40 per cent of all new insurance business by 2021, according to Plan For Life data....

Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...

The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...

ASIC has formed an agreement with New Zealand's FMA which will allow advisers trained in Australia to have their qualifications recognised in New Zealand and vice versa....

A new survey has revealed significant opposition to some elements of the Financial Services Council's anti-churn policy approach....