Accountants moving to become licensed have been given a generous run but are failing in high numbers when applying for a licence according to a former ASIC licensing spec...

Listed back office investment services provider, MDS Financial Group, will purchase boutique financial planning group Sequoia Wealth Group (SWG) and rebrand all its entit...

For some financial planners industry superannuation funds are just another product option while for others they represent an unfair playing field and an attack on the adv...

Adviser sentiment has plunged to its lowest level in two years across several measures as the financial advice profession is mired in negative publicity....

Money Management webinar poll reveals planner caution amid economic uncertainty....

Baby boomers will be the last generation focused on financial advice with planners needing to convince people to take up advice while also introducing new blood into thei...

Planners who cannot explain to clients their justification for recommending particular platforms may find themselves in breach of ASIC guidance....

ASIC reinforces signal for licensees to be more discerning when recruiting advisers from failed planning groups....

Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...

FOS has reduced its backlog of cases but unpaid determinations have climbed for the third reporting period in a row to a record high....

BT Financial Group affected by changes to Westpac CEO reporting lines....

As the financial planning industry proceeds further into 2015 it must accept little or no further change to FOFA but a range of new debates and opportunities....

The immediate past chairman of the Financial Planning Association, Matthew Rowe, sees considerable significance in the findings of the Joint Parliamentary Committee which...

Consumers would be better served if financial planners and risk advisers were required to hold separate licences, Synchron director, Don Trapnell, believes....