DAVID GLEN

Features

Laura Dew explores how estate planning varies by age and what people need to do at each different stage of their life....

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Tools & guides

Business owners or self-employed individuals in Australia present an opportunity for advisers to engage with customers who may have a greater net-worth and need for finan...

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Financial planning

Almost 500 advisers have attended the first ethics training course run by TAL, as industry players rush to assist planners in meeting the impending Financial Adviser Stan...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

3 days ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

3 days ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 19 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago