John Wilkinson covers a mock court case that details the fall-out when advisers fail to really know their clients....

The Financial Planning Association (FPA) is lobbying for changes to the Insurance Contracts Act to reduce the professional indemnity insurance problems currently plaguing...

Two Promina owned dealer groups – financial planning advice focused Cameron Walshe and life risk advice orientated Guardian Financial Planning - are to be rolled into one...

The financial planning arm of the Commonwealth Bank (CBA) is developing an “adviser academy” which it hopes will raise the standard of its advice business and attract a f...

The Centrestone Wealth Advisory group has significantly bolstered its risk advice capabilities through the appointment of two specialist risk advisers and is actively see...

Australia’s 40 registered life insurers have increased the total assets held collectively by nearly three per cent to $181.5 billion but lost out heavily on new premium i...

The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...

Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....

With all the changes the Financial Services Reform Act (FSRA) has brought, what do you need in terms of education to become a financial planner? Julie Bennett reports....

By 2007, planners will need a degree in order to enrol in the CFP program, but is it asking too much? Julie Bennett reports....

Lonsdale Financial Group is aligning itself with general life insurance brokers in setting up a number of financial planning practices, which through a process of referra...

Sealcorp chief executive Ian Knox has stepped down from the job after more than four years in charge, extending a string of departures from St George owned businesses....

Financial planners are facing alarming personal liability risks despite having professional indemnity (PI) cover due to an influx of unauthorised foreign insurers accessi...

What can you do to help protect your client’s assets following a marital breakdown? John Mazzotta says the answer may lie in binding financial agreements (BFAs)....