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News by this author
Kinetic Super appoints consultant, Elizabeth Thomas, as interim chief executive....
FOS selects experienced Sally Davis for Code Compliance Monitoring chief executive role....
AMP announces Tim Mitchell-Adams as new managing director for Charter and ipac....
TAL recruits Macquarie Bank platforms head, Justin Delaney to new role as chief operating officer....
J.P. Morgan Investor Services has picked up WA Super's $2.5 billion custody mandate, following a tender and review process....
Financial planners aged 65-plus are predominantly happy with their incomes as they wind down to retirement, the Money Management Salary Survey reveals....
Australia’s new generation of planners are more likely to hold a BA in Finance, Economics or Accounting than their predecessors....
Financial planners in the ACT feel the least valued by their employers of all Australian planners, the Money Management Salary Survey reveals. ...
Life/risk changes see AIA beef up its Strategic Partnerships team with key hires....
Former Shadforths executive, John Barton, appointed to head up MGD Wealth....
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...