Sara Rich

News by this author

South Australian paraplanner Martin Letch has taken out this year’s Paraplanner of the Year Awards for his desire to make a difference in people’s lives using paraplannin...

Amanda Rethus and Edwina Best discuss whether the age-old way of doing things is necessarily the best approach to use when it comes to investments....

Robbie Bennetts has upped the ante in his quest to take Australian financial planning global....

It’s been over 18 months since I last wrote about gold. (“Gold – Volatile times ahead” Money Management March 8 2006). In it I suggested that gold was still reasonably ea...

Bloch – one year on...

Grant Holley provides planners with practical guidance to assist them in meeting their anti-money laundering regulation obligations....

John Snowden provides an overview of the global property securities market, highlighting some of best stocks out there....

Mary Nicole Ferizis takes financial planners through the lessons to be learnt from the Westpoint debacle....

Sub-prime aftermath improving attractiveness of some offshore property markets....

The provision of sound advice has always been based more on ‘how’ rather than ‘how much’; in other words, how did the adviser arrive at a benefit amount recommendation? W...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 1 day ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago