The role of the ‘platform’ continues to be at the heart of the provision of financial advice to Australians, both young and old....

The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....

New US research suggests planners need to be careful about making assumptions about what female clients want....

There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....

Due to the wave of change ripping through the financial services industry, law firms specialising in this sector will be fighting for your business. Leanne Mezrani points...

When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...

Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....

Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...

Barry Lambert looks at the underlying value of an AFSL, why you might avoid buying one and the likely impact of licensing accountants. ...

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

OneVue has upgraded its Unified Managed Account platform to offer two separate investment package options plus a simplified fee structure....

Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....

The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...

A strategy for winning the Tour de France has a surprising number of elements in common with winning the race in investing and financial planning, according to Edward Smi...