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Caroline Munro
Caroline Munro
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About $32.2 billion worth of cash and shares in self-managed super funds is set to be diverted to residential property, but a lack of advice could incur penalties, accord...
Industry super fund ESI Super has employed Provisio Technologies software to speed up the delivery of ‘defined scope’ advice to its members....
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
The restructuring of Asgard's Perth office will affect 120 roles, with up to 40 employees impacted by offshoring, according to BT Financial Group....
Financial planning practice brokerage Kenyon Prendeville is positive about valuations, although any value of the practice would depend on its fundamentals, according to p...
Financial planning practices on sale are currently ranging between one and four times recurring revenue, with prices varying dramatically depending on specialisation, acc...
Fidelity International’s China Fund has received an A rating from van Eyk as part of its first specialised review of the Chinese equity market....
The Board of Taxation is calling for submissions to its discussion paper on the tax treatment of Islamic finance, banking and insurance products....
Boutique fund managers are finding the current environment challenging, particularly those without institutional backing, according to Eight Investment Partners’ ch...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...