How much can platforms really help? Patrick Jackson questions the ability of platforms to create efficiencies in tackling the wave of regulatory changes coming our way. ...

More than a dozen AFS practices have left the dealer group, with eight migrating to ANZ with others understood to have gone to BT and InFocus....

The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...

Industry executives are questioning the wisdom behind suggestions that financial planners should move their clients away from investment platforms....

Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...

APESB scheduled to deal with amended APES 230 approach on Friday....

Despite reports to the contrary, OneVue has seen advisers flock back to platforms as regulatory changes force them to run their practices more efficiently....

New research suggests planners are finding 2013 profitable despite the impact of legislative change and continuing market uncertainty....

The FOFA and fee-for-service regimes are teaching planners how to chase bad debts....

The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....

Mortgage Choice Financial Planning is trialing a new charging model for its financial planning services, which will involve clients being presented with a pricing menu....

Few people in the financial planning industry will have failed to notice, via draft legislation released by the Treasury, that the Federal Government has delivered what w...

The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....

Two bodies will soon regulate financial planners - a serious concern to the FPA....