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News by this author
Saxo Capital Markets has upgraded its trading app SaxoTrader for iPhone and iPad with the introduction of a custom trading keypad and additional charting capabilities....
David Gillespie will join independent life insurer TAL as chief information officer....
Mark Rantall has accepted an extension of his term as chief executive officer of the FPA....
ASIC has imposed additional conditions on Lionsgate Financial Group’s licence after conducting a surveillance of its advice business....
Planning firms need to get better at transitioning clients to a new adviser when the original adviser retires, says Equity Trustees head of private wealth Geoff Rimmer....
Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...
Equity Trustees has grown its distribution team with the appointment of Ron Grima as Queensland key account manager....
IOOF has partnered with Zurich Australia Limited to launch a new product targeted at SMSF clients....
Principal Global Investors has moved to acquire 55 per cent of London-based boutique alternative investment specialist Liongate Capital Management....
Queensland-based Suncorp has launched a new online superannuation product....
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...