After defrauding her clients of more than $3.6 million over eight years, Melinda Scott received a 25-year ban from the financial services industry....

Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...

We are all guilty of ticking a box saying we have read the offer terms and conditions when in fact we have not. Col Fullagar lists the contents of some of the more common...

Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...

Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....

Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

Westpac Australian Financial Services boss Peter Hanlon to hand over to Brian Hartzer and adopt an advisory role....

A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...

IOOF has entered into an agreement whereby it will acquire all ordinary shares of Plan B, which is also the majority owner of My Adviser....

BT Wrap has secured an ongoing relationship with SFG Australia - the result of the merger between Snowball and Shadforths....

When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...

The importance of maintaining insurance premiums cannot be underestimated as you never know when the unexpected will occur, writes Tim Browne....

Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...