Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....

Deloitte's study of the reverse mortgage sector shows reverse mortgages are no longer favoured by financial planners despite the products' increasing growth....

The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....

ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....

The Institute of Public Accountants' affiliation with MLC and AMP/AXA will not threaten its members' independence, says IPA general manager Vicki Stylianou....

Treasury officials are continuing to apportion blame to financial planners for some Trio Capital losses....

Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...

Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...

Based on their intentions, actions and results, financial advisers get the new, repeat and referral clients they deserve. David Penglase explains....

Although revenues continue to trend down, financial planning practice operating profitability has actually risen in the past year, while advisers also indicate they are o...

Founder of McGrath Business Advisory Dan McGrath will join WLM Financial ahead of the merger between the two firms....

In the "noise" around how many Count practices have transitioned over to BT groups and under what arrangements, the reasons practices switch licensees seem to have been l...

Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...

APRA admits it does not collect data on how long superannuation funds take to administer rollovers and has no view on what might represent best practice....