Payments received by financial planners for using master trusts and wrap platforms are set to come under increasing scrutiny, with two key industry bodies close to signin...

Improvements in disclosure appear to be resulting in a more favourable public perception of financial planners, according to new research by finance and accounting body, ...

Relief from burdensome Statement of Advice (SOA) requirements for planners who provide direct equity advice could be imminent, with the Financial Planning Association (FP...

Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....

The ‘product flog’ is hampering attempts at professionalism by financial planners. The big institutions need to ease the sales pressure on advisers, writes Ray Griffin....

Financial planners have taken a lot of criticism recently from some who say we are not moving quickly enough to embrace change....

For years financial planners have tried to maximise the value of partnerships with accountants, but the relationship is more often than not sub-optimal, writes Martin Ker...

Accountancy body CPA Australia has identified a substantial knowledge gap among those involved in self-managed superannuation funds, with claims that around a third do no...

Financial planners will have to take greater care with the auditing of their company accounts, with the Australian Securities and Investments Commission (ASIC) warning th...

A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...

ING-owned RetireInvest has played down suggestions it’s franchised proprietors and financial planners are unhappy on masse despite a small group of Victorian advisers ind...

A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...

Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....

Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...