There is more than a little hypocrisy in calls by law firms for people to avoid using bank financial planners, given the reality that the commercial practices pursued by ...

A soundly-based adviser/client relationship offering real value will ultimately withstand clients’ disappointment with negative fluctuations on the share market, writes R...

Australia’s growing “class action mentality” and the emergence of litigation funders have created fertile ground for claims against participants in the financial services...

The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....

FOFA regulations require planners to outline platform and investment choices in SOAs....

A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....

Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...

Bradley Thomas Sherwin, the bankrupt chairman of Wickham Securities, has been banned from the financial services industry for more than two and a half years....

Incumbent FPA board member Peter O’Toole calls for the re-election of the FPA board and an end to bickering among the various categories of planners....

Financial Planning Services Australia (FPSA), part of the netwealth Advice group, has appointed Peter Boston as national advice manager, the final addition to its new exe...

Former WHK group chief executive stands down....

Planners encouraged to assess research house compliance with new regulatory standard....

ASIC’s SMSF taskforce finds some disturbing features within low-balance SMSFs....

ASIC has accepted an enforceable undertaking from WA-based dealer group WealthSure, with former CEO Darren Pawski banned from the industry....