New survey suggests cost-containment strategies can be counter-productive....

Confronted by a Senate Committee inquiry, ASIC has delivered a highly detailed enforcement report and pointed to the likelihood of FOFA uncovering legacy issues....

PriceWaterhouseCoopers will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in its Enforceable Underta...

An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...

As we edge closer to 1 July 2013, Fiona Mackenzie encourages practices to look at how fit for FOFA they are and what they can do to become FOFA-ready....

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

Clients with mainly cash holdings not enough to sway ASIC on planner PI requirements....

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

Former HFA Asset Management boss Oscar Martinis has established a new planner and accountant-oriented insurance offering....

With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...

New US research points to the financial imperative which exists for planners to better understand female clients....

It was hard for Tim Steele to leave AMP Horizons – a business he developed as part of the group – but he tells Money Management he is excited about the opportunity to lea...

Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....

Financial planning firms are increasingly likely to link with mortgage brokers, but the different skill sets, remuneration models and legal interpretations remain a barri...