For clients to be fully engaged with their financial affairs they must have enough knowledge to understand what’s happening and why, says business mentor Dean Lombardo....

Affinia’s Craig Parker discusses how customer centricity is emerging as the new practice business model. ...

Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...

ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....

Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...

The Association of Financial Advisers has made a number of changes to its board following chief executive Brad Fox’s decision to resign as treasurer....

The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...

Kathryn Wardrobe outlines the steps for preparing your fee disclosure statement (FDS)....

AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....

Zurich Financial Services has bolstered its life and investments team with two strategic appointments....

We can buy everything online – clothes, shoes, cars, holidays – so it is only natural that the direct life insurance channel is becoming part of the online tsunami. How t...

The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...

Boutique dealer group Premium Wealth Management has launched a new service aimed at helping accountants deal with the new licensing regime replacing the accountants' exem...

If retirees are your primary target market, you might be missing out on a fast-growing client base – Generations X and Y – writes Geoff Kellett....