Software system requires little servicing, comes with automatic online upgrades....

A quarter of financial advisers select managed funds for their clients on the basis of FUM inflows into the fund, according to a survey by BDM Direct....

Financial planners must take the lessons they’ve learnt from the GFC and begin applying them if they hope to survive the next economic upheaval....

The consumer credit and margin lending space is changing, so be prepared, write SONNIE BAILEY and MELANIE SHERRIN....

In the 15 years since I linked up with Bodinnars Financial Planning, now part of the Fiducian Group, a myriad of changes have taken place in our industry. ...

New system enables advisers to provide more product-specific compliant advice and maximise estate planning benefits....

Australian super fund trustees should prepare for a flood of new regulation out of the US in the wake of the financial crisis....

Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....

The Australian Prudential Regulation Authority has warned banks and other deposit-taking institutions that risky remuneration policies may generate the imposition of high...

Financial planners are confident about the continued level of training budgets, but training staff split on further subsidies....

The Australian National Audit Office has identified shortcomings in the way the ATO surveys serious non-compliance and defines fraud....

Mortgage lender Muslim Community Co-operative Australia is now licensed to set up mortgage funds and property trust schemes in accordance with Islamic law....

Soaring client demand for face-to-face meetings with advisers has resulted in a Melbourne-based advice firm imposing a fee for meetings beyond the number allotted in its ...

Measure provides certainty to international investors that they will not be taxed on capital gains arising out of most passive investments made by Australian managed fund...