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News by this author
Entrust Private Wealth has decided to take portfolio administration inhouse and implemented IRESS as its private wealth technology platform....
The minimum training requirements for financial planners providing advice on carbon financial products has been finalised by ASIC....
Once the dust has settled on the current round of industry reforms, the dealer group as we know it may cease to exist, according to senior financial financial advice figu...
van Eyk has reiterated its view that investors can take advantage of market volatility, if done through the prism of volatility options to generate profits while protecti...
Will this week's Reserve Bank 0.5 basis point cut in interest rates prompt SMSF investors and retail investors to exit cash?...
Lifeplan Funds Management has upgraded NextGen Investments Lifeplan Education Investment Fund investment products as part of a move to comply with the new FOFA regulatory...
Asgard has launched a new website aimed at helping financial advisers manage critical dates and client communications associated with the end of the financial year....
The property syndicate market for retail investors has evolved significantly in the wake of the global financial crisis, according to Charter Hall Direct Property....
The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....
The wealth management industry is failing to properly educate retirees about longevity risk and investment risk, according to a survey conducted by PricewaterhouseCoopers...
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...