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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago