A recent Investment and Financial Services Association (IFSA) industry forum heard compelling evidence as to why product rationalisation is an issue that will increasingl...

Having a passion for people and helping clients with their lifestyle is why Katie Chessum joined the financial services industry....

Four large industry superannuation funds have been reprimanded by the corporate regulator for not clearly outlining how much insurance cover clients will lose if they lea...

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The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

The low unemployment levels driven by a buoyant share market and thriving economy, as well as an increased need to recruit compliance professionals following the implemen...

A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...

Four national dealer groups have begun trials of a new risk platform, the first of its kind, which has been in development for three years....

Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...

This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...

With Rob Coombe at the helm, BT Financial Group identified the need to expand its advice and distribution capabilities, and took the bold step of establishing a new deale...

There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...

Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...

While most gatherings of financial planners and accountants feature a lot of grumbling about superannuation complexity and compliance, the business reality is that most n...