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Liam Egan
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Advisers are moving client funds back into equity products and even geared equity products, according to Scott Tully, head of FirstChoice Investments at Colonial First St...
Clients are generally far better informed about the markets and their investments than before the onset of the global financial crisis, according to Alan Harrison, chief ...
Growing use of ROAs could render SoAAs redundant....
Industry super funds offer superannuants many of the benefits of self-managed superannuation funds, without their downsides, according to Industry Funds Financial Plannin...
A current trend to defer the sale of planning businesses until the next bull market could result in an oversupply in future years, according to consultant Kenyon Prendevi...
Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...
A continued resurgence in listed markets could result in further downward revaluations in unlisted assets and a consequent narrowing or reverse of the favourable performa...
Bendigo and Adelaide Bank has raised a total of $20.2 million as at June 30 in specific and collective provisions relating to loans for its Great Southern Managed Investm...
Life insurance risk market inflows have increased by 16.1 per cent to $7.6 billion for the 12 months to March 2009, according to researcher Plan for Life....
BT Wrap has signed a three-year agreement with Merrill Lynch to provide a badged platform investment solution, the seventh agreement BT Wrap has signed this year....
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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...