Caroline Munro

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Life/Risk

03 Sep

Risk advisers warn of fee sting at claim time

Most advisers believe they will have to charge a fee at claim time if insurance commissions are banned, according to a poll by Risk Info....

Financial planning

03 Sep

Countplus nears final acquisition before expected IPO

Countplus has made its 17th acquisition with another expected before its planned initial public offering at the end of the year....

Financial planning

03 Sep

CFS outlines blueprint for advice institute

Colonial First State (CFS) has completed its plan for its new Institute of Advice, the design and implementation of which will be rolled out in phases in the first half o...

Financial planning

02 Sep

Another departure from 452 Capital

452 Capital equities analyst Nathan Parkin has left to join Perpetual Investments....

Superannuation

02 Sep

Super funds criticised on investment processes, board composition

Research by Russell Investments has found many super fund boards are ineffective in delegating to investment committees, while more than 50 per cent of super funds have n...

Financial planning

01 Sep

GFC possibly a male crisis

The global financial crisis (GFC) was perhaps a male crisis that could have had a softer landing if there were more women in the banking and finance sector, according to ...

Superannuation

01 Sep

Support for restricted licence for accountants

A number of SMSF advisers surveyed by the Self-Managed Super Fund Professionals’ Association of Australia have supported a restricted licence for accountants advisi...

Financial planning

31 Aug

Advisers realising benefits of flat fees

Advisers are leaning more towards flat fees as they review their businesses and properly price their services, according to Elixir Consulting’s Sue Viskovic....

Financial planning

30 Aug

Australians don’t want more bank acquisitions: AMP

AMP has provided further fodder against the NAB acquisition of AXA Asia Pacific, releasing consumer sentiment research that reveals an aversion to bank acquisitions....

Financial planning

27 Aug

Tracking error leads to incorrect assumptions

The wrong assumptions are being made about fund managers and their approach to risk by those using tracking error, according to Russell Investments’ portfolio manag...