Sara Rich

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Many people aged over 45 have robust expectations of what amount of money they will need for retirement, but the reality is 29 per cent will end up returning to work, acc...

Plum Financial Services has embarked on an extensive campaign to educate its members about the Government’s Simplified Superannuation legislation, which Plum managing dir...

Two new studies have revealed Australia’s underinsurance problems are being addressed with wealth protection product sales surging....

The combination of a higher risk tolerance from investors and low interest rates is fuelling the emerging markets boom, which is showing little signs of letting up, accor...

Financial planning dealer group Australian Financial Services Group has signed a heads of agreement to acquire a strategic stake in The Salisbury Group for an undisclosed...

Plum Financial Services has created a new asset allocation tool designed to help members understand their superannuation investment choices....

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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’...

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 6 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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