Ross Kelly

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As part of a plan to offer advisers an in-house direct investment capability, independent dealer group Mawson Securities has bought Adelaide based stockbroking and invest...

Investors should allocate 25 per cent of their portfolio to international equities as growing volatility on global markets gives good stock pickers better scope for outpe...

ANZ chief executive John McFarlane has played down speculation he will expand the bank’s wealth management business through acquisitions in the near future, while announc...

The Federal Government has given the strongest indication yet that it will scale back some aspects of the Financial Services Reform Act, with parliamentary secretary to t...

Former Tower Life Australia managing director Ken Boag has joined Rice Walker Actuaries as a senior consultant....

A new set of guidelines on conflicts of interest which will impose tougher requirements on advisers than those introduced by the Australian Securities and Investment Comm...

Industry speculation that changes to the asset test exemption would trigger a rush by investors into annuities has been supported by new statistics compiled by the Austra...

Macquarie Funds Management today launched a new private equity arm which it intends to list on the Australian Stock Exchange, providing investors with exposure to unliste...

A Sydney-based finance broker has felt the wrath of the corporate watchdog for a second time after being convicted in the Central Local Court of managing a company while ...

Listed financial services and planning group DKN Financial has asked shareholders with a small holding in the company to sell their stake in attempt to save on administra...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 6 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 22 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
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