Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...

Former Ventura Investment Management managing director Kate Mulligan has joined non-aligned wealth management group netwealth as a non-executive director....

Planners leave amid FOFA pressure and institutional offers....

New Plan for Life data paints healthy but mixed picture of life/risk market....

Better business insurance can be gained by engaging with insurance brokers. ...

The Coalition has released a new policy paper which confirms it would amend FOFA to “reduce compliance costs for small business financial advisers”. ...

The regulator permanently bans a planner and insurance broker in separate actions....

While bank-owned dealer groups aggressively increased their adviser numbers in the last few years, non-aligned financial planning businesses have had to put serious brake...

FPA states that professional status requires association membership....

ASIC takes the unusual step of using the weekend to announce a new focus on analyst briefings....

Between financial planners and fund managers stand research houses vetting products as they come to market, often to the chagrin of fund managers who have come to rely on...

Money Management asked fund managers once again what they thought about the research houses which rate their products....

Financial planning software company IRESS is continuing its market domination, with new figures showing it now holds 50 per cent of the planner market. ...

Advisers unsure of what to charge for ongoing service ...