Planners have rejected mainstream broad cap managers clustered around the benchmark opting for a mix of passive investments and specialist active managers....

Planning practice acquistions have been boosted by the entrance of more lenders with planners taking advantage of stable prices....

Planners are pushing record sums of new client money into listed investments, research shows....

No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...

Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...

The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...

A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....

The avalanche of financial planning changes in the last year has left institutions with more orphan clients than real clients, a veteran adviser believes. ...

Convenience of cloud storage overlooks need to keep client files secure....

Investment administration services provider Powerwrap has passed $1 billion in funds on the platform, with its broker concierge service contributing a significant portion...

New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...

Uncertainty around fixed interest assets and interest rates has kept planners from moving back into the asset class. ...