Self-managed superannuation fund (SMSF) specialist Multiport has partnered with dealer group InterPrac to provide daily administration, compliance and reporting services ...

Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...

How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...

Financial advisers may be unaware of the hidden costs with regards to the taxation treatment of lump sum benefits from superannuation, according to Damian Hearn....

As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...

Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....

The Financial Ombudsman Service has told the Parliamentary Joint Committee that the FOFA bills may need to be amended to prevent clients of financial advisers being unwit...

Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...

Financial adviser-sold retail risk insurance outside superannuation is set to grow at 9 per cent per annum over the next 15 years, according to a Rice Warner report into ...

A new legal analysis of the FOFA reforms suggests financial advisers will have to go further than simple disclaimers in seeking to provide limited advice....

Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...

There are a number of positives that will make 2012 a good year for financial advisers despite a tough economic environment, according to Equity Trustees (EQT) head of we...

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

The second tranche of the Government's Future of Financial Advice legislation has laid out the remuneration and best interests ground rules for financial planners but, as...