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With Elder Abuse becoming increasingly common, Gil Gordon looks at how advisers can assess legal capacity and ensure they are both giving and recording appropriate advice...

Paying attention to the MSCI ESG Leaders Index could help those looking for socially conscious investments avoid companies such as Facebook, even before public light is s...

Geoff Rimmer looks at the future of the vertically integrated model, regulation, the dealer group model and dealer Australian Financial Services Licences models in the wa...

Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...

Mindy Ding looks at how to navigate the maze of regulation that covers leaving superannuation to beneficiaries as part of an estate and explores relevant issues regarding...

Outsider hears that a new game is being played in the financial services industry – Where’s Michael....

Outsider’s prize for lasting impression at this year’s Money Management Fund Manager of the Year Awards, apart from a particular dipsomaniac colleague, goes to his mate, ...

Outsider is feeling just a little bit sorry for Financial Planning Association (FPA) chief executive, Dante De Gori who, after a somewhat gruelling session at the Royal C...

A high conviction, concentrated portfolio with a diversified risk profile, along with a strong focus on company fundamentals, has helped the Legg Mason Martin Currie Emer...

An active, macro-oriented, value-driven and benchmark-agnostic approach, which helped differentiate the Legg Mason Brandywine Global Opportunistic Fixed Income Fund from ...

A strict investment process that delivers strong income with minimal risk has seen Wingate’s Global Equity Fund – Hedged take the crown in the Retirement and Income Focus...

Investing in healthcare has seen Australian Unity’s Healthcare Property Trust – Class A Units take out the Direct Property award at the Fund Manager of the Year Awards....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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