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How do you transition clients in self-managed superannuation funds (SMSFs) into retirement? Michael Hutton reports....

The financial services sector will be largely unaffected by the Cabinet reshuffle announced by Prime Minister, John Howard yesterday despite Parliamentary Secretary to th...

Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....

There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...

Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....

Over the last 20 years, direct property, followed by listed property trusts (LPTs), has been the best performing asset class in Australia. But is the tide about to turn? ...

Zurich Investment Management Limited has appointed Lazard Asset Management as manager of Zurich’s international equities thematic portfolio effectively maintaining links ...

Mike Taylor previews the IFSA 2003 ‘Illuminate’ conference, which kicks off in Cairns on August 13....

Before signing on the dotted line, there are issues that both buyers and sellers of financial planning practices need to consider, say Alan Kenyon and Steve Prendeville....

Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....

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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
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