Touted as the next frontier for accountants, Limited Australian Financial Service Licences (AFSLs) are starting to gain traction with planners too. But what makes them so...

The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...

Adelaide-based SMSF company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services. ...

Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...

The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....

No one should be surprised by Industry Super Australia CEO David Whiteley's response to the release by the Government of an options-stage Regulatory Impact Statement of i...

Industry funds defend the adequacy of RG 146 for their staff in delivering general advice. ...

ASIC warned on need for licensee clarity on any Class Order replacement for the ASIC Training Register. ...

It can seem that deficits outweigh the benefits when it comes to investing in emerging markets at present but, as Milana Pokrajac reports, while some of the emerging mark...

From Bo Derek Investments, Cockroach Theory, Black Swans to Dead Cat Bounces, no other industry attracts buzzwords quite like financial services. “Innovative disruption” ...

With research showing that Statements of Advice remain almost impenetrable documents for consumers, Bruce Keenan argues it could be time for a change. ...

The Institute of Public Accountants has joined the ranks of those calling for advice to be made tax deductible....

Planners who have prepared for the full FDS regime should continue to use the work to build their value proposition and client relationships...

Some financial planners are already drawing their advice fee from their clients’ super accounts. ...