IWL has completed an upgrade of its VisiPlan advisory software on the same day the Genesys financial planning dealership announced that it was replacing it with Xplan....

A desire to give its 400 financial planners access to a web-based service has prompted Genesys Wealth Advisers to sign Xplan and drop VisiPlan as its advisory software pr...

Swedish-owned platform provider Skandia has been acquired by South African financial services giant Old Mutual....

The regulator’s position on adviser remuneration has been questioned by the Federal opposition, who have implied that the watchdog did not have an adequate understanding ...

The head of St George Private Bank Nick Kalikajaros has been replaced by head of St George margin lending Andrew Black....

Law firm Slater and Gordon will take legal action against between 75 and 100 financial planners on behalf of 2,000 investors who lost millions of dollars in schemes assoc...

The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....

Financial Planning group Deakin Financial Services will be closed on May 15, leaving close to 45 financial planners looking for a new home....

ASFA has welcomed confirmation this morning that the Federal Government will ensure superannuation is included in its international benchmarking of the Australian taxatio...

The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....