The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...

Registered tax advisers have higher obligations regarding the protection of client information that other financial planners, with a legal expert putting the difference d...

A new whitepaper has predicted a further important convergence between accounting and planning as the exit of the banks and the impacts of the Financial Adviser Standards...

New data from Adviser Ratings suggests there more than 1,000 advisers who have found themselves without a licensee or have exited the industry....

A major bank will refund over $3 million to more than 100 retail customers, after an investigation into whether customers believed they were receiving personal rather tha...

Consumers can expect improved justice and recourse should they be victims of wrongdoing by the financial services industry as the result of a Senate Committee report hand...

Industry funds body, the Australian Institute of Superannuation Trustees has urged that insurance claims handling be subject to the financial advice rules – something whi...

Insurance claims handling should not be encumbered by the same obligations as financial advice because it would risk making it unaffordable to super fund members, accordi...

Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...

Replacing insurance cover can be complicated and fraught with risk. Col Fullagar outlines steps advisers can take to navigate conversations with clients around this and e...

While making full use of member engagement data will involve the use of artificial intelligence, super funds need to remember that positive member advice offerings will s...

Fiducian Financial Services has added six new franchisees to its financial planning network, including a significant Wollongong planning business....

Advisers helping clients with estate planning may need to consider more than they bargained for, with funeral plots and burial rites often causing headaches when inadequa...

Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....