Instead of viewing SMSFs as competition to the advice sector, they should be seen as a lucrative market for advisers to tap into, as Tracy Williams explains. ...

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

Getting the right balance between having a good product, strong relationships with financial advisers and quality service has been key to the success of Clearview's LifeS...

BT Financial Group is two for two with insurance in super on platforms winning this category, as well as that of Super Risk Term & TPD Rider. ...

Perpetual’s first listed investment company becomes the largest capital raising for a LIC since the global financial crisis after passing its initial raising target by $1...

SuperRatings believes member servicing will be vital as fee convergence takes place in superannuation funds under MySuper....

Australians with secret offshore income streams have eight days left to voluntarily disclose them to the ATO or face significant penalties and potential criminal prosecut...

Former Charterbridge Davey chief executive, Venn Williams is heading up a new venture seeking equity in financial planning firms....

BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....

TAL has taken out top spot in the Money Management/DEXX&R Adviser Choice Risk Awards in the disability income product category for the second consecutive year with its Ac...

Offering life insurance via its superannuation wrap has secured BT Financial Group (BTFG) top spot in both Super Risk categories (See also: Adviser Choice Super Risk Disa...

OnePath outshone its competitors in the risk trauma products category in the Money Management/DEXX&R Adviser Choice Risk Awards, with MLC Insurance Critical Illness Plus ...

Advisers are expected to exit institutions en masse in 2015, with the product-heavy vertically integrated model facing an “adapt or die” future under the new advice regim...

AIA Australia has come out on top in the term and total and permanent disability (TPD) product category at the Money Management/DEXX&R Adviser Risk Choice Awards, beating...

Planners' appetite for fixed income has been on the decline, but will question marks over rates and markets change that? Kate Cowling investigates....

BT Financial Group (BTFG) has been named as Risk Company of the Year in the Money Management/DEXX&R Adviser Choice Risk Awards, securing the win from TAL and OnePath, whi...

The retirement of Matthew Rowe after two terms as chairman of the FPA represents the closing of a chapter in the organisation’s continuing evolution. ...

AIA Group combines with Hong Kong investment incubator and angel investor to support health-related insurance and technology development. ...

The financial planning industry was simply outcampaigned on FOFA and must now look to play a longer and more strategic game....

A Victorian adviser has agreed not to provide financial services for a year under the terms of an EU with ASIC....