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News by this author
Financial planning practices need to optimise their websites and integrate social media into their marketing plans, according to The Humble Investor's Colin Williams....
Wealth management group Equiti Private Wealth announced it has appointed two senior financial advisers in Gregory Fuzi and Peter Sheather....
Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....
Bendigo Wealth has formed a partnership with Provisio Technologies under which the software firm will help Bendigo form a scaled advice offering....
Regulatory uncertainty is causing the financial planning industry to contract and dissuading young graduates from taking up the profession, according to FSC chief John Br...
Uncertainty over FOFA and a heavy compliance burden has led $70-million practice XPAL to join the ipac south australia stable....
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Given the Government's push to improve insurance levels in the SMSF sector, Cameron Peck outlines the technicalities and implications of taking out death and permanent di...
SMSF trustees are less confident about reaching their target retirement income than they were a year ago, according to an SPAA study....
The Government's draft changes to limited recourse borrowing arrangements with SMSFs have served to clarify the issue....
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...