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News by this author
The relatively high yields on corporate bonds, selected shares and property in Australia are the only thing 'saving planners' bacon', says HLB Mann Judd wealth management...
Wingate Group has established an asset finance business in Sydney with two senior hires from Gresham Asset Finance....
Centric Wealth, through its relationship with Philo Capital Advisers, has retained Dr Don Stammer as a non-executive expert....
Opposition spokesman on Financial Services Mathias Cormann has suggested the dealer group consolidation being driven by FOFA reforms is not entirely unintentional....
If planners construct direct equities portfolios by 'regurgitating information from a broker' there will be a price to pay for clients, says Tyndall Asset Management mana...
Professional codes of conduct that meet approval in terms of obviating the need for financial advisers to comply with opt-in will need to achieve the same outcomes as opt...
Australian Unity Personal Financial Services has emerged as Money Management's 2012 Institutional Dealer Group of the Year, while Dixon Advisory Services has been named t...
A financial services lawyer has been able to outline how privacy legislation impacts on the selling of financial advisers' client books in the wake of Money Management's ...
The Financial Planning Association has reported record enrolments for this year's Certified Financial Planner program which saw the increase of nearly 65 per cent from la...
Insurance-based dealer group Ausure selects simpleWRAP as preferred platform for high net worths....
Analysis by this author
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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...
So we are now underwriting criminal scams?...