The relatively high yields on corporate bonds, selected shares and property in Australia are the only thing 'saving planners' bacon', says HLB Mann Judd wealth management...

Rather than getting hung-up on fees, planners should focus on providing sound financial advice and adding value, says Custom Wealth Solutions chief executive Chris Appley...

Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...

By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...

Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....

The Minister for Financial Services, Bill Shorten has flagged eventual moves towards issues contained in document purported to be agreement between FPA and ISN....

Highly volatile markets and regulatory uncertainty have continued to take their toll on financial planner sentiment, according to the latest data released by Wealth Insig...

New research underscores the degree to which planners can leverage off interest in SMSFs....

A significant proportion of financial planners are unaware of the business model of their research providers, a Money Management survey suggests....

FOS to swim in dark after FOFA; Planners unaware of research house business models; Claim-time help a good value proposition and more. 7 days of news in under 4 minutes. ...

Recent SMSF growth highlights the need for more specialised adviser training in the sector, according to Vanguard's Robin Bowerman....

Patron Financial Advice has appointed a Victorian state manager as it looks to increase its footprint on the eastern seaboard....

A new Money Management survey reveals most planners believe opt-in will cost $100 per client - not the Government's $11 figure....

The Government's Future of Financial Advice (FOFA) proposals combined with the long delays in delivering the actual legislation have served to drive down confidence among...