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News by this author
Clients respect financial advisers who keep their expectations realistic in the face of market gyrations....
Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....
In order to address the issue of 'churning' in life insurance, the responsibility should fall on the underwriter to determine whether to continue with an insurance policy...
APRA admits it does not collect data on how long superannuation funds take to administer rollovers and has no view on what might represent best practice....
The majority of Australian REIT managers outperformed the index over the past 12 months, although performance suffered as a result of global uncertainty, according to Zen...
RI Advice Group hopes a recent internal business review will provide greater support to practices and help it achieve new practice growth targets....
With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...
Suncorp announces $275 million simplification push including decommissioning legacy policy systems....
The Commonwealth Bank's share trading arm, CommSec, has been penalised to the tune of $35,000 for alleged trading infringements....
Opposition Financial Services spokesman Mathias Cormann has paid credit to the Association of Financial Advisers's role in FOFA negotiations and reiterated his opposition...
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?...