Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...

Financial advisers who focus on communication with clients benefit at the bottom line...

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

As interest rates fall, making cash and term deposits less attractive to investors, there’s an increased level of interest in property. However, a stampede back into the ...

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

AQR Capital Management has announced the introduction of new unit class within its AQR Global Risk Premium Trust....

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

ATO to ask individuals and advisers to explain offshore tax structures. ...

When making a risk claim, clients will often be asked to undergo an independent medical examination. Col Fullagar explains the adviser’s role in ensuring the client is tr...

Praemium has added nine new model portfolios to its separately managed account (SMA) platform....

Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...