Despite financial planning being the most valued service offered by a super fund, only a small percentage of members use it....
Mortgage Choice sells off part of its business to focus on financial planning arm and other new initiatives. ...
The Australian Taxation Office is cracking down on non-lodging self-managed super funds, declaring them as non-persons if they do not lodge two or more returns....
Independent dealer group GPS Wealth has abandoned its former platform-heavy investment model in favour of MDAs. ...
FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....
The risk insurance industry is often defined by its challenges, with under-insurance, lapse, regulation and competing direct propositions unlikely to disappear. Despite t...
Advisers always have a keen eye on the performance of their business, aiming to determine where they should focus their efforts to have the biggest positive impact on the...
Part One of this article looked at the reasons why claims management should be viewed as an integral part of the holistic advice process. In this Part Two, Col Fullagar l...
The relaunch comes with the prospect of allowing sales commissions back into financial advice, ISA says. ...
The SCT has reported a surge in conciliation work around super complaints and has urged trustees and insurers to get their acts together. ...


BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...