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Policy & Regulation
ATO to ask individuals and advisers to explain offshore tax structures. ...
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Funds management
Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...
Funds management
New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...
People & Products
Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Financial planning
Investorfirst's stockbroking business is set to transfer to Wilson HTM by the end of February after the pair signed a binding agreement for the deal....
Financial planning
A pool of advisers and analysts will transfer from Investorfirst to Wilson HTM after the pair signed a non-binding agreement to share resources and promote core business ...
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Financial planning
Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....
People & Products
Mark Smith has taken over from Nick Langton as group executive of Perpetual Private....
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
Financial planning
In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...