Adelaide-based SMSF company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services. ...

Government claims its FOFA changes will generate $190 million in costs savings which should be passed through to consumers....

Educational programs launched by some vertically integrated dealer groups are nothing more than a product push to advisers, says Anne Fuchs....

Australians aged over 55 have refocused on their retirement, according to specialist SMSF advisory firm Crowe Horwath. ...

Platform provider netwealth has launched a mobile web app for advisers and announced a number of other major upgrades for 2014....

With the festive season well and truly upon us, now is a good time to examine the obligations of financial advisers in relation to receiving non-monetary (or soft dollar)...

Peter Labrie outlines some of the key evolutions that will affect platforms in the years ahead....

Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....

Almost half the advice on structured products lacked on compliance, the regulator said after reviewing 50 SOAs....

SMSF push results in purchase of Victorian practice....

A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...