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News by this author
In the latest outcome of its investigation, ASIC has accepted an enforceable undertaking from former Commonwealth Financial Planning employee Joe Chan. ...
Deloitte's study of the reverse mortgage sector shows reverse mortgages are no longer favoured by financial planners despite the products' increasing growth....
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...
Despite a difficult quarter for the company, Wilson HTM Investment is currently investigating a number of "indicative" offers from interested parties to purchase parts of...
Despite a continuing decline in business confidence nationally, it is highest in the finance and insurance sectors, according to the June quarter Sensis Business Index....
ASIC confirms it was consulted in negotiations involving the Financial Planning Association around last minute-changes to FOFA....
The time has come for a total rethink about how investors are looked after when there is a 'Trio Capital', according to SPAA's Peter Burgess....
ASIC signals a push to have SMSF trustees acknowledge the existence of a higher level of risk....
ASIC has revealed that there is a large percentage of over-the-counter derivative providers who are not following appropriate client money procedures, according to Capita...
Analysis by this author
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...