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Christine Swanson got the gong for Pro Bono at the Women in Financial Services Awards 2015....
Lara Neate won the Rising Star category at the Women in Financial Services awards....
If planners and licensees are asked to cede ground on the monetary and time limits which apply to FOS claims, then consequent FOS decisions must be laid open to appeals, ...
The Prime Ministership may have changed hands but the make-up of the Senate has not and the financial services industry should expect slow progress on any Government legi...
War and terrorism exclusions are not present in all policies but their presence is inconsistent. Col Fullagar highlights the need for advisers to be diligent in spotting ...
With the look through tax treatment for LRBAs now in effect, superannuation funds will now be treated as the asset owner for income tax and capital gains purposes, Michae...
Anna Mirzoyan asks if the superannuation contribution splitting strategy can improve a member’s future entitlement to the Age Pension. ...
New research has confirmed substantial unmet demand for good and independent financial advice which the banks may not be able to deliver. ...
The Grattan Institute's Jim Minifie argues that the super governance reforms currently being pursued by the Government are defensible - but not the main game for members....
Outsider has never particularly coveted power and so he happily attends lunches and industry events and taps out his stories oblivious to the corporate political machinat...
One way or another, the financial planning industry has provided rich pickings for plaintiff law firms over the past decade and so Outsider was not at all surprised to he...
Every once in a while, about as often as a solar eclipse, Outsider’s employer allows him to travel up the front of an aeroplane, usually meaning a seat in business class...
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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...