The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

Planner satisfaction with platforms has reached the highest level recorded in 10 years, according to findings from the Investment Trends 2013 Planner Technology Report....

Planners leave amid FOFA pressure and institutional offers....

Advisers unsure of what to charge for ongoing service ...

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Provisio Technologies will offer its online advice tools to financial planners, expanding its user base from superannuation funds into the single and scale advice and pla...

Claims of a need for liquidity in portfolios hide planner ignorance on alternative investments and tendency to churn. ...

ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...

With investment concern levels dropping to their lowest point in over three years, new data shows both planner and investor appetite for growth assets has bounced back. ...

Warning that FOFA fee disclosure requirements will create more problems than they fix....

Former HFA Asset Management boss Oscar Martinis has established a new planner and accountant-oriented insurance offering....