Three Victorian financial planners have been awarded $800,000 in damages against IOOF in a court case over the sale of the company’s building society to Bendigo Bank in 1...

FinaMetrica is to launch its psychometric risk profiling systems in Canada after striking a deal with PlanPlus Web Advisor....

Financial planners who invested client funds in Westpoint schemes could be facing individual lawsuits over their recommendations....

Managed investment scheme promoters who exploit the tax system will be open to civil penalties in the Federal Court if a new bill is passed....

Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...

Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...

OFM Investment Group is to sponsor the Mortgage Industry Association of Australia’s reverse mortgage workshops....

Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....

The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...

The former head of KPMG’s forensic accounting team in Melbourne Dean Newlan has left to join a new independent specialist in this area....