Planners and accountant profit margins are being eroded and they are fighting to retain clients as they ignore proper business models, Connect Financial Services believes...

Planner anxiety over pursuing further education to meet the new academic qualification requirements are unnecessary while the benefits will be significant....

Planners use an average of three systems to produce client reviews and it’s an inefficient non-constructive use of their time, according to Investment Trends....

Fortnum Private Wealth has called for better incentives for young professionals to become financial planners....

The Financial Planning Association has reinforced the differences between planners and accountants – something which it argues require different policy approaches....

The latest Investment Trends research has revealed that most planners are ready to switch platforms in pursuit of better service and features....

Mentor Education Group chairman, Dr Jim Taggart has called out the Australian planning industry on its communication weak points....

A superannuation fund member who relied on a financial planner’s slideshow to pursue an insurance claim has been told to pursue the planner, not the fund....

Australian Securities and Investments Commission chairman, Greg Medcraft has defended helping launch CPA Advice claiming getting accountants into the advice industry is a...

AMP is looking to China for growth while offering its planners greater access to equity to help drive mutual outcomes....

Robbie Bennetts believes planners will be acting in clients’ best interests if they provide business owner clients with advice around how to find cost savings....

Two West Australian planners have backed giving people conditional access to their super for housing and have provided politicians with a plan to achieve it....

Planners who were talking to clients about super changes should take this opportunity to discuss aged care services....

Everyone deserves a CFP, according to a new advertising campaign launched by the Financial Planning Association aimed at reaching over 10 million people....