Simon Segal

Simon Segal

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After selling a 50 percent stake to Perpetual Trustees in 1997, Investor Security Group was able to free up back office functions while retaining independence to serve hi...

Financial planning groups are lining up to launch their own risk insurance master trusts. ...

</B>Investor Security Group has always prided itself on its commitment to independence and integrity. Simon Segal asks ISG boss Rob Keavney how the stance has affected th...

There are now more than 120 different master trusts on offer in Australia. Some think this number will grow, others say it will shrink to less than 10.<B> Simon Segal</B>...

South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....

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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’...

3 months 1 week ago

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

4 months ago

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

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AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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