Liam Egan
News by this author
Investment managers are not taking account of the extreme risk in constructing portfolios, giving rise to the need for better education and research....
AMP Financial Planning has set itself an ambitious growth target for planner numbers through the current financial year despite the industry downturn. ...
Many lessons to be learnt from the financial crisis....
An increasing number of financial planning clients are leaving boutiques for the security of the bank financial planning model, according to Commonwealth Financial Planni...
UBS's announcement that capital protection will not apply to loans it made to clients to invest in the failed Rubicon International Leaders Fund (Capital Protected Series...
Pilot program pays off as AMPFP rolls out Coin software with the objective to having 80 per cent of advisers using it by June....
First step in developing a presence in advice market....
Very significant advice distortions based on commission selling....
More than 60 'expressions of interest' received....
Analysis by this author
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...