Knowledgeable industry commentators are saying the values of planning businesses have dropped considerably for three key reasons....

Financial planners who provide direct equity advice have failed in their bid to gain an exemption from having to provide a Statement of Advice (SOA) in time-critical situ...

The average Statement of Advice prepared by financial planners is full of jargon and unnecessary information, but lacking in key disclosure elements, an investigation by ...

Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...

Relief from burdensome Statement of Advice (SOA) requirements for planners who provide direct equity advice could be imminent, with the Financial Planning Association (FP...

The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...

Don’t jettison the basics when you prepare Statements of Advice, writes Lisa Chambers....

Describing another week in her practice, Jennifer Moss says recent rule changes to retirement savings are causing people to lose faith in the super system....

The findings of a new survey have contradicted the infamous ‘shadow shopper’ report released in February 2003 by the Australian Consumers' Association and the Australian ...

Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...

Just when you think you understand how to comply with the terms of your Australian Financial Services Licence, Batch 8 dollar disclosure arrives, writes Paula Zammit....

The Australian Securities and Investments Commission has issued its anticipated further direction on the much maligned issue of Statements of Advice by releasing a new cl...

The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...

The Financial Planning Association (FPA) has written a submission to the Australian Securities and Investments Commission (ASIC) requesting it use its discretionary power...