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News by this author
Accountants must start diversifying away from compliance work and into wealth creation and financial services, says Institute of Public Accountants general manager Vicki ...
Many independent financial planners are not taking full advantage of the capabilities of their financial planning software, contributing to practice inefficiency and miss...
An increased focus on direct investments, particularly from self-managed super fund (SMSF) clients, has led Instreet Investment to target the acquisition of private clien...
Adrian McGarva, a fellow at the Institute of Actuaries of Australia, has been appointed a principal at independent financial services firm Professional Financial Services...
Overall direct life insurance sales have grown 11.3 per cent in 2011 and in-force annual premiums are up 10.9 per cent despite flat growth in credit-related insurance sal...
Treasury officials tell Senate Committee accountants will be moved into FOFA world....
APRA seeks to create distance from blame around Trio Capital while pointing to deficiencies of SMSF trustees and financial planners....
A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...
Founder of McGrath Business Advisory Dan McGrath will join WLM Financial ahead of the merger between the two firms....
By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...
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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?...