For the second year in a row David Haintz has been ‘highly commended’ for the Financial Planner of the Year award and it comes as no surprise to those who know him....

Bendigo-based financial planner George Flack has risen above a range of other high profile candidates to win the Money Management Financial Planner of the Year award for ...

Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...

Commission disclosure under Financial Services Reform is contributing to Australia’s chronic underinsurance problem rather than alleviating it and driving churning betwee...

Financial planners who provide direct equity advice have failed in their bid to gain an exemption from having to provide a Statement of Advice (SOA) in time-critical situ...

Baby boomers have always known how to go with the flow. And now their unique history, needs and desires are shaping how they approach retirement. Liam Egan reports....

Self funded retirees could see their savings targeted by future Federal Governments as the nation struggles to raise sufficient tax revenue from traditional sources, a le...

Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...

Financial planning through banks has been regarded as unsophisticated, product-focused and entry level. But, as Jason Spits discovered, the banks are working hard to over...

The departing chair of the Financial Planning Association (FPA) has sent a strong signal to the association’s members that it is planning to stay on course with reforms t...

The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...

Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....

IOOF has made an aggressive bid for a share of the administration market, renaming its in-house back office subsidiary Australian Financial Planning Network as OutScope a...

An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...