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Sara Rich

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News by this author

02 Jun
Simply irresistible

David Fox explains how to design a custom-made advice proposition that your target market will find hard to refuse....

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02 Jun
A tip for concessional caps

John Perri outlines a strategy whereby individuals breach the cap on concessional contributions to fund their insurance premiums....

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02 Jun
Getting personal with your clients

In today’s environment, can a financial adviser effectively and appropriately handle the financial planning needs of 1,000 clients?...

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02 Jun
Diamonds in the rough?

In the field of absolute return strategies, Hersh Gandhi explains how managed futures and distressed securities offer attractive opportunities in the current market clima...

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02 Jun
Investing in volatile times

Martin Breckon explains why he believes superannuation provides the perfect tax environment during volatile market periods and how to make the most of it....

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02 Jun
Aurora launches new fund

Provides exposure to Barclays’ commodities index....

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02 Jun
Sherry cuts red tape

Compliance burden for managed investment schemes reduced....

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30 May
PIS’ Malaysian expansion continues

Granted licence that puts it ahead of the local competition....

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29 May
Trusted adviser commits fraud

Former financial adviser, and deputy mayor, is behind bars....

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29 May
Dealer Group of the Year

Give us your opinion on which group should be Dealer Group of the Year....

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Analysis by this author

DKN achieves 77 per cent profit increase
Equity Trustees posts record profit
Perpetual announces increased profits
Perpetual forecasts 18 per cent profit increase
Invesco’s operating profit up
Top 50 platforms
Show me the money
Decoupling: are emerging markets breaking up with developed economies?
Net returns matter most to investors
The three P’s of integrating ESG issues into portfolios
It’s time to embrace industry funds
Maximising returns not risk
Market snapshot
Property funds: it’s getting hot in here
The changing face of mortgage funds
At the centre of market attention
Maintaining your most valuable asset
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