SCOTT PHILLIPS

Financial planning

South Australia’s only reverse mortgage broker has transitioned to the Smooth Retirement name, joining the company which launched only nine months ago. ...

People & Products

A former financial planner is heading up a new player which has entered the broking end of the reverse mortgage/equity release arena....

People & Products

Montgomery Investment Management has appointed Michael Gollagher to the role of national account manager, responsible for the Queensland market....

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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’...

2 months 3 weeks ago

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

3 months 3 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...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks ago

Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its thematic fund survei...

4 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

3 days 4 hours ago
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