A property adviser who took a 10-year advance on his salary to pay off a personal debt has been banned from engaging in credit activities for four years....

New analysis from Morningstar suggests planners can no longer rely on the original thinking behind the so-called four per cent rule on safe withdrawal rates....

Synchron and AIA have come together to create a fixed term level product to meet the changing needs of advisers and clients....

An accounting firm and a financial planning firm have joined GPS Wealth ahead of the scrapping of the accountants’ exemption on 1 July....

Australian city-dwellers are exposing themselves to potential financial hardship, coughing up more than a third of their income to rent in desirable postcodes....

Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...

Like them or not, financial advisers should already have begun making the adjustments necessary to operate within the new Life Insurance Framework, writes Catherine Evans...

High net-worth individuals are looking to take advantage of cut-priced stocks with attractive long-term performance outlooks, a survey reveals....

Financial planning software provider Adviser Logic will relaunch its system in the coming months, with a spate of user interface enhancements announced....

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

With the scrapping of the accountants’ exemption from 1 July this year, accountants need to make licensing decisions to continue advising on SMSFs, Malavika Santhebennur ...

Jassmyn Goh finds out if investors are looking to alternative investments to beat market volatility and a low interest rate environment....

New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....

Wealthtrac has seen its funds under advice jump to $1.4 billion following its acquisition of Superior Wealth Management Solution’s service level agreement with Oasis....