Sara Rich

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The $350 million Cromwell Property Fund (CPF) has been added to a number of investment platforms and products following the activation of a limited monthly withdrawal fac...

Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...

A career of dedicated service to the development of financial planning has seen Gwen Fletcher appointed as a member of the General Division of the Order of Australia (AM)...

In an industry first, Macquarie Alternative Assets Management has taken out drought insurance cover for the investors of one of its agribusiness schemes....

Responding to the new pension income rules, MLC has released two different pension products that give clients access to their superannuation and pension funds via a singl...

At a time when financial planners seem beset by criticism from many sides, Robert Keavney argues it is a particularly worthwhile and satisfying career....

The Federal Government’s changes to the rules surrounding termed allocated pensions may present some planners with challenges, writes JOHN WILKINSON....

Once deemed too expensive and complex, structured products are shedding their mystique as they become more appealing to investors in times of peaking markets. In many cir...

John Wilkinson investigates the future viability of annuities after new tax treatment rules are implemented by Government on September 20....

Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation....

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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 month 4 weeks ago

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

2 months 3 weeks ago

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

3 months ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks 1 day ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 days 11 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 3 days ago
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