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News by this author
Many planners would like to retire, but their succession plans are being disrupted because dealer groups only want to preserve funds under advice, says Kenyon Partners ch...
There are gaps in the financial services market that a "true advice model" can help to fill, according to Yellow Brick Road (YBR) chief executive Matt Lawler....
Norman John Graham, a former managing director of stockbroking firm Lonsec, has appeared in the Magistrates' Court of Victoria in Melbourne, charged with 14 counts of ins...
The Standard & Poor's Fund Services 2012 Mortgage Fund Sector Review has been reduced to just three managers following a number of withdrawals, but those that remained al...
ASFA suggests money to fund the ATO on Stronger Super may not meet cost/benefit benchmarks....
Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....
Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...
The Financial Planning Association has emphasised the positives, such as a recent boost to member satisfaction, in a member update from chief executive Mark Rantall....
MLC has appointed Marc Cassidy as state manager (Victoria) for MLC Advice Solutions....
In what is believed to be a first in the Australian financial services industry, Crescent Wealth and HSBC have launched an Islamic cash management fund....
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?...