Julie Bennett

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Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

US based giant Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via A...

Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...

The list of 10 contenders for Austrlia’s biggest corporate superannuation outsourcing deal has been whittled down to six....

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

The Financial Planning Association (FPA) has appealed to the government to axe its proposal to introduce a declared professional body (DPB), saying it unfairly advantages...

Financial planners will need to change the way they offer advice on tax issues as they relate to investments....

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via Advance’s networ...

Financial Synergy is set to become Tasmania’s largest independent provider of corporate employee benefit services following its takeover of NSP Buck’s Tasmanian operation...

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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’...

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 ago

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

1 week 2 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 ago
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