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In business today, especially in financial services, you have to do the WIIFMs (what’s in it for me?)....

Are you getting lots of what you consider unsolicited e-mail – ‘junk’ that you’re not interested in?...

We all know the 80/20 rule which says the top 20 per cent of our clients give us 80 per cent of our profits....

Margin lending is not the only way to get into gearing. Philip McLean looks at instalments as an alternative....

Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....

Growth-orientated superannuation funds look set to deliver consecutive negative financial year returns for the first time in three decades according to InTech....

Most Australian financial advisers remain confident about the health of their businesses, despite one of the most difficult operating environments in decades....

As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...

The long-awaited superannuation and family law legislation that allows couples to divide their superannuation on marriage breakdown came into effect in December 2002. Tan...

Perpetual Investments has emerged as the strongest smaller companies fund manager in Morningstar’s new Australian Equities Smaller Companies qualitative sector strength r...

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MARKET INSIGHTS

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

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

4 months ago

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

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AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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