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News by this author
A $200 million class action could be brought against the Commonwealth Bank-owned Financial Wisdom on behalf of thousands of investors who claim they lost money due to “ba...
Morningstar will launch an Approved Share List for SMSF advisers dealing with rapid growth of the sector....
Fund managers should focus on investing in stocks they are confident in instead of hedging their bets through diversification strategies, an academic believes....
Super fund trustees are urged to resolve complaints internally before they reach the Superannuation Complaints Tribunal....
Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...
IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....
IOOF will acquire SFG Australia in a $670 million transaction....
In the rush to put money in superannuation, other investment vehicles with concessionary tax benefits have been overlooked. Income bonds have become one of the forgotten ...
Australian Mutual Holdings Limited receives $20,400 in penalties after ASIC issues two infringement notices over PDSs. ...
AMP's first wave of 46 job losses appears to be just the start of staged plans to substantially reduce staffing numbers across the business, the Finance Sector Union (FSU...
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...