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News by this author
Generation X women are mimicking the risk-cautious investment habits of retirees, a problematic trend considering they are in their prime accumulation phase. ...
The Federal Government has set a date for the rollout of its public adviser registry, which licensees will fund via increased lodgement fees up to $44. ...
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
ASIC has pointed to its remediation work with Macquarie Private Wealth as one of its steps towards the regulator “doing a better job”. ...
van Eyk’s creditors have voted to liquidate the company, as papers are drawn up for two potential buyers. ...
CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....
Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...
van Eyk’s administrator has recommended winding up the research house, ahead of a meeting tomorrow to determine the company’s fate. ...
Instead of targeting commissions for life insurance products, policy reforms should revisit conflicted remuneration, which hasn’t been properly handled by FOFA, Chan & Na...
Australian planners have successfully rebooted their fee strategies and revenue channels in line with financial sector reforms, comparison shows. ...
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...