Staff Writer

Staff Writer

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The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....

When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...

Financial advisers need to stop clients churning assets quickly if they want to build their wealth, according to US Vanguard senior investment analyst Don Bennyhoff....

NAB Asset Servicing has won the contract to provide Maple-Brown Abbott with custodian and administration services....

Zurich Investment Equity Income Fund and the Colonial First State Wholesale Australian Equity Income Fund have both been awarded a 'highly recommended' rating in Lonsec's...

Peter Daly said he was somewhat surprised and 'deeply disappointed' as he departs his role as chief executive and managing director of the Australian Financial Services G...

AMPFS boss says the Financial Planning Association's control of CFP designation hands it an advantage....

AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....

The lowering of concessional contributions caps and decrease in the official cash rate have added to the appeal of protected loans as an end of financial year strategy, a...

A former senior financial adviser has been convicted and sentenced by the Sydney District Court after ASIC found that he used client funds to fuel a gambling addiction....

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6 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 2 weeks ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

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Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

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Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

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