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News by this author
An alarmingly low proportion of Australians say they would use a pay increase to take out financial protection, a survey shows. ...
Financial advisers have been encouraged to tackle diversifiable and systematic risk simultaneously to meet the needs of a growing base of retirees seeking advice. ...
ASIC has accepted an enforceable undertaking (EU) from PGW Financial Services....
Banks’ efforts to capture lending market share has led to a surge in demand for mortgage experts, according to a Hays survey....
Financial advisers’ high regulatory burden is the product of a system that wrongly fails to distinguish “high risk” and “low risk” advice, an adviser believes....
The bulk of advisers expect SMSF revenue to grow by more than 25 per cent over the next three years, largely driven by referrals from accountants, a CoreData survey has r...
The FSC has hit back at ISA claims about banks offering incentives for default fund selection....
The FWC’s default superannuation fund selection process would cost fund members $400 million in unnecessary duplication, according to research commissioned by the FSC....
Infocus shareholders have unanimously backed the company’s recently pitched merger with fellow independent advisory PATRON....
Macquarie Group has reported its contributions are down on quarter one last year, largely due to the timing of transactions and lower trade volumes in its securities busi...
Analysis by this author
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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’...
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...