Liam Egan
News by this author
Southport group becomes sixth equity partner in 18 months....
AFS group forums facilitate the exchange of knowledge, experiences and ideas....
Lonsdale to pursue acquisition talks with Zurich-owned dealer group DKN....
Global investment bank Lazard has acquired local financial advisory firm Carnegie Wylie....
ASIC calls for feedback on proposed changes to financial planner training....
Zurich aims to make life insurance more attractive to middle-market Australians....
Launch talks well advanced in a number of countries...
Globalisation changing rationale for domestic-only asset allocation....
Australian credit ratings agency Property Investment Research has been criticised within New Zealand’s financial planning sector for having given failed property group Br...
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...