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Liam Egan
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Platform provider netwealth has added three new funds to its Investor Rewards Program, which was launched earlier this year....
Financial planners remain a trusted source of investment information for Generation Y and X investors as well as baby boomers, according to an annual survey of DIY invest...
A number of failures of governance at a director and business level contributed to the global financial crisis, offering a number of lessons for the future, according to ...
Shadforths Financial group has followed up the merger and rebranding of its 12 foundation advice firms on July 1 with the launch of a dealer services business, Third Part...
Platform services provider OneVue has enhanced the separately managed account (SMA) on its investment platform....
The Australian Institute of Superannuation Trustees (AIST) is writing up guidelines that would require all its trustees to do a minimum of 30 hours continuous professiona...
'Simple advice' may actually erode super balances if members don't understand the limitations of the information they're receiving, according to research by Guardian Fina...
The Association of Independently-Owned Financial Planners board is today meeting with Australia's five insurance underwriters to ask for a 25 per cent reduction in PI pre...
AXA general manager of financial protection Michael Rogers has cast some doubt on market speculation that more planners are selling more life insurance....
Financial planning strategy frameworks in Australia do not appropriately communicate risk, or account for full value through the wealth management lifecycle, according to...
Analysis by this author
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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...