Robo-advice offerings today do not offer any genuine interaction and more work is needed to help create a seamless interface with clients....

It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....

More SMSF trustees are seeking inexpensive ‘discounter’ advice online or over-the-phone as they look for low fees and charges, an industry consultant reports. ...

Australian home-owners are shouldering increasing debts as house prices continue to rise, leaving them exposed should the market decline, research reveals....

There will always be an “inherent reluctance” to seek financial advice, and overcoming this barrier is key to engaging everyday Australians, according to Map My Plan....

A fee-for-service structure is easier when holistic financial advice is given, BFG Financial Services managing director believes....

Peer-to-peer investment start-up SelfWealth is preparing to launch two products at the end of this month aimed at addressing “the frustrations” that consumers face in fin...

As the life insurance code of practice is in the works, ASIC’s deputy commissioner believes it should not repeat what the law already requires....

Wealth managers should add insurance to their suite of offerings to target the high net wealth investor market, which otherwise remains largely untapped....

Rules surrounding the Age Pension means test are preventing elderly Australians from accessing equity from their homes, despite many living in “inappropriate housing”, ac...

ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....

The Australian Institute of Superannuation Trustees has argued the legislation underpinning the LIF is 'relatively feeble' and wants tougher action to eliminate commissio...

While a limited licence may seem like a more cost-effective option for accountants, this may not be the case when back office, continuing support and professional indemni...

ASIC is continuing its investigation in BOQ and DDH Graham’s alleged role in the scam orchestrated by then Wickhams Securities chairman, Bradley Sherwin....