Financial planning industry veteran Gwen Fletcher passes away aged 94....

Financial planners unlikely to face legal action on FOFA amendment-related advice, with courts recognising FOFA uncertainty....

Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....

Crowe Horwath planning play, First Financial, opts to go with BT Select. ...

FPA chief executive Mark Rantall says planners still want clarity around the TASA requirements....

There exists plenty of evidence that the External Dispute Resolution regime and its interplay with PI cover is proving problematic for the financial planning industry. Mi...

Allowing advisers and clients to 'agree’ on the scope of advice makes way for a variety of manipulation, says AIST....

The SPAA conference has highlighted the continuing disagreement on accountants limited licensing. ...

ASIC could roll-out a national adviser competency exam for $300, linking it to a register of licensed advisers. ...

Hiring certified financial planner (CFP)-qualified financial advisers has led to a less than 1 per cent client attrition rate per annum, State Super Financial Services sa...

As we enter the post-global financial crisis era, investor confidence is returning and interest rates are staying at record lows. But has the lustre worn off term deposit...

Certified financial planner (CFP) professionals are more productive, profitable, and reduce compliance risk compared to financial planners without certification. ...

Planners should be articulating the value of advice instead of debating finer points of legislation. ...

The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....