Large number of planning practices ready to act on grandfathering amendments after preparing in advance....

Centric Wealth to combine with Financial Index Wealth Accountants in a transaction backed by KKR....

Throughout 2013, ASIC executives repeatedly used AAA Financial Intelligence as an example of how not to run a financial planning dealer group....

The Coalition signaled early that one of its first priorities if it won Government at the 2013 Federal Election would be 'Son of Wallis' – essentially an update of the Fi...

ANZ’s Global Wealth division underwent an executive reshuffle earlier this year, with its managing director of advice and distribution Paul Barrett leaving the group afte...

Financial planner practices risk hefty fines or even imprisonment if they are caught ‘promoting’ a tax scheme. Jennifer Yeo explains....

The financial services industry has spent much of the past six years dealing with legislative and regulatory change and, as Mike Taylor writes, the forthcoming Financial ...

Federal Government set to deliver pre-election promises with raft of proposed FOFA amendments including grandfathering and opt-in changes....

First it was financial advice, now lawyers are targeting superannuation disputes....

Zurich survey reveals risk advisers will enter 2014 feeling more positive than they have for two years....

Challenger has launched its Advice Services Division, which will be run by a former CFS executive....

Financial planning practices have experienced a healthy increase in profit and revenue, while client numbers decrease, survey shows....

Telstra Super Financial Planning signs on with Lonsec Retire...

Equity Trustees head Robin Burns claims planners need expert help to meet increasingly complex problems....