The long-anticipated rise in revenue coming from the self-managed super fund (SMSF) client base is not happening just yet for financial planners, according to new researc...

Shadow shops are comparable to taking a car off a production line and asking a panel how well it will drive, according to head of Lifeplan Funds Management Matt Walsh....

The expected life span of an individual is one of the great unknowns in retirement planning yet Australians continue to underestimate the significant effect of longevity ...

ASIC is planning to release further information which would complement consultation papers regarding issues such as recommending products outside of an APL, fee disclosur...

Professional Investment Services chief executive Peter Walther has outlined a plan to rid the group of the legacy compliance risk issues that dogged it under previous man...

Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....

Financial advisers are well-placed to assist clients through the estate planning process, but the complexity of drafting a binding Will may require more technical and com...

Growth in the SMSF space means mortgage brokers have an opportunity to develop specialist knowledge in a complex area, according to Macquarie Adviser Services....

Mortgage brokers can potentially boost their business values to more than three times annual revenue if they diversify into services such as financial planning, according...

The AFA has launched a white paper called Pathways to Excellence, which analyses what clients want from advice businesses....

AMP's third quarter cashflows announcement points to contribution made by wealth management and SMSFs....

Specialised financial advice practices will be a thing of the past due to their unsustainable business models, according to Seaview Consulting's Bob Neill....

While a number of companies rooted in mortgage broking have expanded into financial planning, it is an area of cultural, regulatory and legal challenges....

Proper preparation for retirement requires an early start to financial planning, a sense of 'self and purpose' beyond work, and an active mind and body, according to fina...