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News by this author
Some planners are worried that PI requirements risk compromising best interest allocations....
The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....
Founder and former chief executive of Finovia Group, Geoff Pritchard, has joined Elixir Consulting as a business coach to service the company's Melbourne and Perth market...
APRA has sought to influence the debate around lending within SMSFs via its regulation of lending institutions....
Financial planning licensees need to take a close look at their Approved Product Lists (APLs) to ensure they are sufficiently broad, according to Minter Ellison partner R...
Following its launch last year, broking and advisory firm Octa Phillip Financial Group has been rebranded as PhillipCapital in line with the commencement of its parent co...
Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...
Mergers and acquisitions in the financial services sector declined by 63.7 per cent from 2011 to 2012....
Australian real estate investment trusts (A-REITs) returned 32.8 per cent over the year to 31 December 2012, outperforming all other growth in Russell Investments' latest...
First home buyers appear to have retreated from the market, according to new data released this week by mortgage broker AFG....
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...