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TRUSTEE PARTNERS

People & Products

Trustee Partners has expanded its management team following its rebrand to Sargon on its fifth anniversary....

Financial planning

Superannuation trustee services provider Trustee Partners has acquired Madison Financial Group, as it continues its expansion into the Australian financial services marke...

Funds management

Trustee Partners have approved the inclusion of the DomaCom Fund as an investment option for their retail superannuation fund....

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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 week 2 days ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 day 22 hours ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago