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News by this author
Austock Group has announced that it has sold the assets of its Austock Securities business to Intersuisse Holdings....
A proposal to introduce a registration requirement for accountants who audit SMSFs could reduce not just the number of auditors performing a small number of audits each y...
ipac securities-owned financial planning practice TFS Financial Planning, which has operated in Cairns since 1992, has acquired practices in Atherton and Townsville in no...
Standard & Poor's Fund Services has placed Perennial Australian Property Trust 'on hold' following the departure of managing director and head of Perennial Real Estate In...
Two companies owned and controlled by former NSW President of the Finance Brokers Association of Australia, Christopher John Riotto, have been found to have engaged in 'u...
ASIC has introduced changes to the naming of retail debt products amid concerns that the term 'secured' has misinformed investors about the safety of these products....
Australians are continuing their push into SMSFs, but most financial advisers have not thought about the risks associated with a direct equity portfolio, according to Ins...
After months of negotiations, the Federal Government is likely to replace the so-called 'accountant's exemption' with a limited, non-product licensing regime....
Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice....
The Financial Planning Association (FPA) has warned of the hypocrisy of allowing superannuation funds to bundle scaled financial advice costs into an over-arching adminis...
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...