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News by this author
Online portfolio management solutions provider SelfWealth has appointed Gary Warner as national sales manager....
Zurich's Marc Fabris outlines some of the key trends he has seen emerge in financial planning businesses over the last decade, and how to make the most of them....
A lack of ‘cultural alignment’ between planners and their referral partners is leading to poor results, according to Effective Referral Management (ERM) director David Ph...
BT's Australian Financial Health Index has shown many Australians are living hand-to-mouth and are unsure of how to fulfill their desire to save more....
An industry body representing credit unions and mutual banks has launched the Balance Banking campaign, calling for an independent inquiry into Australia’s banking system...
The IPA has restated its intention to over-ride APES 230 while accountants remain concerned that the APESB is not moving on the issue....
Super plays a critical role in a robust asset protection strategy – but it is not an impenetrable wall. By understanding the weaknesses, appropriate planning can be put i...
Both industry and retail superannuation funds are trying to emulate SMSFs by providing more choice and flexibility for their members. But as Damon Taylor writes, many cla...
van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....
Advisers need to be careful about whether parties are related when considering in-house assets in super, according to Scott Hay-Bartlem from Cooper Grace Ward....
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...