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End of financial year is always a busy period for financial planners, but it also represents a big client engagement opportunity, writes Janine Mace....
The end of a financial year is a period when planners rush to help their clients with tax strategies, but as Janine Mace reports, it is important they focus on their own ...
Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...
Bibby Financial Services is planning to expand its Queensland presence with the appointment of a state-based BDM....
IOOF has posted strong results for the first quarter of 2013, with advice and platform segments increasing their contribution to the overall result....
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....
Superannuation fund performance has taken a slight fall during March; however ratings houses say they will still record the best results since pre-2007....
APRA tells super funds that, utilising the new SuperStream arrangements, rollovers should be completed within three days....
It was hard for Tim Steele to leave AMP Horizons – a business he developed as part of the group – but he tells Money Management he is excited about the opportunity to lea...
SMSFs may be booming - but the unwary can also find themselves within the sights of a small number of dodgy property advisers and mortgage brokers, writes Damon Taylor. ...
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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...