The FPA has renewed its call for the Government to make up-front advice fees tax deductible and has urged the Budget impact be assessed by the Productivity Commission....

A growing number of SMSF accountants have turned their attention to managed funds via the Australian Securities Exchange’s (ASX’s) mFund offering. ...

Platform providers are still bleeding hundreds of millions a year on regulatory compliance, at the cost of improved functionality, an Investment Trends report shows. ...

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

Planners' appetite for fixed income has been on the decline, but will question marks over rates and markets change that? Kate Cowling investigates....

Australian planners have successfully rebooted their fee strategies and revenue channels in line with financial sector reforms, comparison shows. ...

Eighty per cent of Australians are not receiving financial advice because of the failure of traditional advice models, according to Provisio Technology (Provisio)....

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

Improved performances across a range of metrics are giving financial planners reasons to be optimistic according to the latest Investment Trends Planner Business Model Re...

Financial planners are sourcing almost a third of their revenue from risk advice and showing little hesitation when it comes to switching insurers for the best deal....

Only 15 per cent of accountants in providing advice on SMSFs are authorised to provide investment advice while a further 13 per cent are only RG146 compliant....

With increasing demands being placed on super funds as more and more baby boomers move to the draw down phase it’s time to rethink retirement income products, Paul Rogan ...

Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....