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Liam Egan
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IFSA has called for full tax deductibility of financial advice at an inquiry hearing today into financial products and services before the Parliamentary Joint Committee o...
Planners are increasingly spurning buyer of last resort (BOLR) offers from their own dealer groups for higher-multiple offers in the marketplace, while only 25 per cent o...
Godfrey Pembroke Practice Development Group (GPPDG) is in negotiations with the dealer group's management that may result in significant changes to the dealer group's pro...
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
The Financial Planning Association has formerly rejected a claim in a submission to the Parliamentary Joint Committee on Corporations and Financial Services that membersh...
A significant fall in funds under management and income in Challenger Financial's funds management business, as well as investment losses in its life business, has contri...
NAB Financial Planner Banking has produced research analysis that quantifies the rate at which gearing can leave an advice firm with unmanageable debt when the market det...
Fund performance data released by the Australian Prudential Regulation Authority offers consumers very limited assistance in checking the relative performance of super fu...
Up to six boutique advice firms are being forced by lenders to sell all or part of their client books each week, according to John Birt, principal of advice firm buyer co...
Investing in carefully selected satellite investments is the 'best way' to generate alpha, representing a superior alternative to active investment management, according ...
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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...