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News by this author
AIST chief Tom Garcia says not-for-profit superannuation funds need to promote their brands to survive....
ASIC and APRA jointly clarify the need for consistent information on MySuper products....
Global equities make up only a small proportion of total self-managed super fund (SMSF) assets and investors are “missing the boat”, according to Insync Fund Managers....
Planners and accountants unlikely to take each other’s work due to workloads involved. ...
Former head of sales retail wealth products at MLC Ross Barnwell has been promoted to general manager of advice partnerships....
J.P Morgan Asset Management has recruited Stephen Alcorn as head of institutional....
If it is true that only two out of 10 people seek financial advice, perhaps planners need to look to successful entrepreneurs for tips on how to raise their stake, says M...
More than a third (35 per cent) of Australians see life insurance as just another insurance product people are trying to sell them and believe superannuation is enough to...
Dealer group head warns that tough regulations and a range of other factors are making planning an unattractive business....
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...