Planners can go some way towards meeting their ‘best interests’ duty obligations by adopting a ‘life planning’ business model, according to AdviserQuest managing director...

Suncorp has identified a hidden Generation B which is “breeding, busy and burdened”....

The last six months have seen the emergence of a new crop of buyers with in-house products, according to financial planning practice broker Stephen Prendeville....

A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....

With next week’s FOFA event having sold out, Money Management is now offering a webstream....

The industry has welcomed a Treasury draft detailing grandfathering and a transition time to 1 July, 2014....

While the 'hard' implementation date for the Future of Financial Advice (FOFA) regulation is 1 July 2013, one financial planner has been voluntarily complying with the re...

Fiducian reports solid profit for six months to end of December....

It has been a decade since the risk industry embraced phone and online underwriting. But has this technology delivered on its promise? Chris Kirby writes....

Risk advisers with old portfolios need to go through their client bases and dig out any investment income, according The Risk Store founder Sue Laing....

The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...

Nominations are now open for Money Management’s 2013 BDM of the Year....

As it continues its push for regional growth, Centric Wealth has appointed Bonnie Boezeman AO as director of urban growth New South Wales....

The number of merged practices deciding to end their relationships will continue to increase in the months ahead due to the lack of clear conflict resolution arrangements...