According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....

Analysis of around 5,000 statements of advice found not one adviser mentioned home equity release or reverse mortgage strategies....

The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with overbearing regulatory inf...

Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...

YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....

Women engaged with their super online an average of six times during the June quarter and executed an SOA 30 per cent of the time, according to Decimal....

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

An industry consultant is predicting a steep increase in costs around SMSFs making small APRA funds an increasingly viable alternative....