Sara Rich
News by this author
Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid cate...
Pentacle Property Funds Management has secured alliances with four financial planning groups, which have each agreed to recommend the manager’s products to their clients....
New Standard & Poor’s research has revealed the Australian listed property sector is highly concentrated and reliant on volatile revenue streams and exposure to offshore ...
In claiming it’s ‘good with people’, St George Bank has put its money where its mouth is by offering a set of new industry-leading staff benefits aimed at promoting a sen...
The introduction of the Tax Law Amendments (Simplified Superannuation) Bill into Parliament has drawn mixed reactions from the financial services industry....
AXA has reported its Certified Quality Advice program has experienced success, with increasing numbers of financial planning practices opting to work towards achieving th...
In a bid to improve the time required and complexity of creating insurance and annuity quotes, CommInsure has launched an on-line, streamlined quoting system for financia...
New research has revealed the illogical nature of allocating only a small percentage of an investment portfolio to direct property, which in the past decade has provided ...
The Australian Securities and Investments Commission has obtained injunctions in the Brisbane Supreme Court to stop a managed investment scheme involving $11 million....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...