Proving that advice is given in the best interests of clients is more critical than ever if financial planners want to avoid a day in court, writes Paul Resnik....

The Association of Financial Advisers has hinted at a possible collective merger with other industry associations at its annual conference in Launceston, while also annou...

A Melbourne financial planner has been sentenced to five years and three months jail after pleading guilty in the Victorian County Court to five counts of fraud relating ...

Product pushing is a bummer. Disclosure is all good. Financial Services Reform (FSR) is a positive. Becoming a certified financial planner is a must. Fee-for-service is c...

The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....

How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....

IOOF will pay former AM Corporation management “the high end of the $12.6 million scale” of a funds under management retention deal struck when AM Corp was acquired by th...

Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....

If you think this Federal election is a fizzer, then consider this: if the Labor party manages to unseat the Government in less than two weeks time, you will no longer be...

Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....

Merrill Lynch Investment Managers has made a play for the platform and advisory market, pitching a new fund offering quantitative investment techniques to the retail mark...

The Australian Democrats have indicated they will back a policy to ban commissions on compulsory superannuation guarantee (SG) contributions if it is shown financial advi...

The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...

Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...