It would seem that in the mind of the Minister for Financial Services, Bill Shorten, accountants need to shoulder none of the responsibility for investors being burned by...

For clients to be fully engaged with their financial affairs they must have enough knowledge to understand what’s happening and why, says business mentor Dean Lombardo....

New survey suggests non-aligned financial planners are the primary source of advice for super fund members....

Equity Trustees writes to Trust Company shareholders claiming the company’s private client business has been underperforming....

The Institute of Managed Account Providers (IMAP) chair Toby Potter says the regulator’s proposed guidance on managed discretionary accounts (MDAs) recognises their impor...

Financial planning software provider COIN expects to be conducting Future of Financial Advice (FOFA) adjustments for the next 18 months. ...

Lifespan denies it has been subject to closer ASIC scrutiny because it recruited former Morrison Carr advisers....

Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...

Insurance comparison website Choosi has responded to concerns raised by some risk advisers about its marketing strategy and service to consumers....

Fidelity concerned that many investors fail to analyse what drives higher yields within companies....

Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....

ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....

Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....

Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...