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Staff Writer
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News by this author
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....
AMP Capital has sold its stake in Wales and West Utilities Limited to a group led by Cheung Kong Infrastructure Holdings....
LM Investment Management has expanded its global distribution into Singapore....
Premium Wealth Management has this week launched an enhanced service for member planners - the next phase of its succession planning program 'Succession Ready'; The Premi...
DST Global Solutions is touting the advantages of the corporate actions solution it is developing with XSP on its HiPortfolio platform....
The risk insurance market has seen double-digit growth over the year to March 2012, with annual premiums jumping by around $6.8 billion in the last decade....
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...