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News by this author
ASIC will impose additional licence conditions on Moneywise Securities following concerns around some of the advice provided to clients. ...
ASFA calls for sole purpose test to be strictly applied to SMSFs in light of property spruikers. ...
Administration technology is helping drive down costs and forcing consolidation in the SMSF sector....
The new Abbott Cabinet adopts a less specific approach to handling of the Financial Services portfolio....
The reverse mortgage sector has flourished in the last year, but customers are still being limited by a dwindling number of providers, a Deloitte snapshot shows....
Confusion or ambivalence about life insurance could be putting the industry at risk, a survey suggests. ...
Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...
SMSF trustees are increasingly utilising advanced stock research tools to plan for and manage their retirement portfolio. ...
Advisers will have to disclose a number of specific facts when providing SMSF advice, such as lack of compensation arrangements and costs associated with running a self-m...
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...