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News by this author
NAB Asset Servicing, the National Australia Bank's asset servicing business, has retained a key mandate. ...
Ratings house Zenith has handed a "recommended" rating to NSW Waratah Annuity Bonds - Series 4 issued by the NSW Treasury Corporation....
Updated regulatory guidance published by the Australian Securities and Investments Commission (ASIC) late last year has shifted much of the compliance burden directly ont...
CareSuper director and former chairman of the board Michael O'Sullivan has died after more than 16 years with the superannuation fund....
Trust Company confirms its trustee arm has been served with a legal claim relating to the Banksia Securities collapse....
The margin lending industry has recorded a decline of $42 billion from five years ago to $12.7 billion as at September 2012 - but a large number of investors intend to st...
Responsible entities (REs) for managed funds should be subject to a two-tiered regulation process that weeds out those that do not have the skill set to assess complex pr...
The clear lack of competition in the mortgage broking space has been highlighted once again by the Commonwealth Bank increasing its stake in Aussie Home Loans to 80 per c...
La Trobe Financial has expanded its wealth management business with the appointment of Sally Humphris as head of institutional sales....
The new guidance on best interests duty implies asset-based fees are just as conflicted as commissions, according to Claire Wivell Plater....
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...