Liam Egan

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News by this author

Financial planning

12 Nov

Sealcorp-owned financial planning group Securitor has expanded its strategic partnership with practice management specialist firm Strategic Consulting and Training....

Superannuation

11 Nov

Superannuation surcharge “misogynistic”

The average superannuation balance at retirement of females has been found to be about half that of males, according to a new survey by the Association of Superannuation ...

Financial planning

11 Nov

Wise choice for risk adviser of the year

A Sydney-based adviser who has built-up the funds under advice in his one-man business to $120 million over 24 years, has been acknowledged as the industry's best risk sp...

Financial planning

11 Nov

Wise choice for risk adviser of the year

A Sydney-based adviser who has built up the funds under advice in his one-man business to $120 million over 24 years has been acknowledged as the industry’s best risk spe...

Financial planning

10 Nov

Barter currency traders shut down

Three agents of offshore internet currency exchange businesses have been shut down by the Australian Securities and Investments Commission after they were found to be ill...

Financial planning

09 Nov

Ascalon ramps up boutique equity stakes

St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management to bring the number of boutique fund mana...

Financial planning

04 Nov

Tribeca chalks up seventh acquisition

Financial services education provider Tribeca Learning has bought tax training supplier Webb Martin to bring its total acquisitions to seven over the past four years....

Financial planning

29 Oct

Tyndall staff warm to incentive plan

Promina-owned Tyndall Investment Management has reported a positive uptake from staff of a unique scheme that allows key staff within the institutionally owned investment...

Financial planning

24 Oct

Research paints neutral funds in dark light

Investors and their advisers have been warned to halve their exposure to ‘market neutral’ strategies, with research house van Eyk reporting a shortage of suitable investm...

Financial planning

22 Oct

Low cost platforms eat into retail market

The new generation of low cost master trust and wrap platforms are continuing to cannibalise fund inflows from both direct retail funds and older more established platfor...