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Staff Writer
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News by this author
The Institute of Public Accountants wants a post-FOFA regime allowing accountants to provide general financial advice, including around SMSF establishment....
The Financial Ombudsman Service has admitted it has only minimal specific information about the number of intra-fund advice disputes it handles....
Zenith's small companies sector review has turned up just 16 ratings of recommended or better from a universe of 46....
Lonsec has flagged the launch of a tool to help financial advisers create SOAs....
Tasmanian Perpetual Trustees has announced its Select Mortgage Fund has been given a three-star rating by S&P, although the rating will only stand until S&P's 1 October w...
American Express Australia has agreed to slash its policy of increasing interest rates for credit card customers in default, following concerns raised by the financial se...
Institutional investors continued the trend of investing away from local markets in 2011 as they sought to diversify their portfolios, according to Towers Watson....
Customer satisfaction among Australian banks has grown to its highest level in the past 16 years, but sentiment among business customers still lags behind that of persona...
QBE's Frank O'Halloran will stand down as CEO in August and is to be replaced by John Neal....
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...