BT Financial Group has built on its successful phone-based claims handling system....
Level of interest sees AFA/FSC upgrade to a larger venue for their Future of Financial Advice forum....
Hot on the heels of the very successful Money Management SMSF workshop in Sydney last month, Money Management will be rolling out two more practitioner workshops in May....
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Although clients’ tax issues are the main focus for financial advisers at this time of year, as business owners and employers they also need to ensure enough time is set ...
Superannuation funds must ensure they are 'fiduciaries first and marketers second', according to Superannuation Complaints Tribunal chair Jocelyn Furlan....
The intra-fund fee legislated under FOFA does not allow corporate superannuation advisers to charge for the services they provide, according to Corporate Superannuation S...
A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...
New survey reveals financial services professionals ready to change jobs if the money and conditions are right....
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...


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...