Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....

Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...

Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....

Centrepoint Alliance has set up an third financial planning group to operate alongside PIS and AAP launching the group at the start of the current financial year....

Licensees operating under AAP dealer services model will be offered succession planning, acquisition funding and client book purchasing support as part of a suite of new ...

Fortnum Financial Group is set to become one of Australia’s largest independently owned AFSLs, after completing the purchase of ANZ’s 20 per cent stake in the company....

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...

Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...

The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....