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Sara Rich

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News by this author

19 Apr
Macquarie lessens the load of personal investors

Macquarie Private Wealth has launched a new offering allowing personal investors to delegate day-to-day investment decisions and administration to their professional inve...

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18 Apr
Planners given philanthropic Hero

Independent charitable organisation the Sydney Community Foundation has enlisted the help of a United States philanthropy guru to kick off a series of workshops for advis...

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13 Apr
Mortgage brokers excel in latest shadow shop

Less than two months after receiving a negative shadow shopping review, mortgage brokers have fought back with a solid performance in the latest mystery shop commissioned...

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12 Apr
Underinsurance: it’s time to get personal

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12 Apr
CommInsure upgrades risk insurance range

In a market first, CommInsure is now covering advanced diabetes under its standard trauma policy as part of a suite of enhancements to its retail risk insurance range....

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11 Apr
Seven things to consider before July

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11 Apr
When it’s time for a change

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11 Apr
Are your clients wired for failure?

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11 Apr
A new era of flexible pensions

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11 Apr
SMSFs: taking control of retirement income

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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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