The Federal Court has frozen assets of financial adviser Ferras Merhi who is caught up in ASIC’s investigation into the ...

Almost six months into the role, new Fitzpatricks Group CEO Andrew Fairweather plans to drive the firm’s national strategy to ...

Before adding new tech, advice practices should complete a stocktake of pre-existing services as a desired solution may ...

As Treasury consults on a set of principles for delivering optimal retirement income solutions, it’s clear that super funds ...

Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional ...

A Parliamentary Joint Committee has made two recommendations on changing the wholesale investor test, which legal experts ...

The Coalition’s election proposal to allow small businesses to claim up to $20,000 off their taxable income for meal expenses ...

There are “seven deadly sins” financial advice practices are at risk of committing and the impact could see them fail to reach their growth potential. Marshan Consulting director Ben Marshan, a former ...

After reporting heavy losses this time last year, Xplan-owner Iress has bounced back reporting profit growth for FY24. Announcing FY24 results to the ASX on Monday morning, Iress reported statutory ...

Higher-balance members are turning to SMSFs through advisers because the level of service received from APRA-regulated funds can’t compete – and those members are willing to pay for the expense.