By Caroline Munro

By Munro

News by this author

24 January 2010

A slow acquisition period for financial planning practices in the second half of 2009 may be the result of principals sitting back to see what eventuates in the marketpla...

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14 January 2010

Light of Day, an association for investors in the unlisted property sector, has been formed for those dissatisfied with bank lending practices....

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7 December 2009

Asteron's Lifeguard risk product range is the most recent addition to IRESS' real-time insurance premium validation service....

6 December 2009

Client retention following the sale of 30 financial planning businesses over the last 12 months was as high as 98 per cent, according to a survey of Kenyon Prendeville sa...

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6 December 2009

Australian investors' focus on local multi-nationals as a means of accessing overseas growth in Asia means they are missing out on the rise of domestic Asian businesses, ...

3 December 2009

Claire Wivell Plater, director of Gold Seal Risk Management Services, has questioned the need for imposing a fiduciary duty on financial advisers, who she proposes in man...

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3 December 2009

AXA Financial Planning has grown by seven offices since the launch of its practice start-up program a year ago....

1 December 2009

India is set to benefit from a shift in Australian superannuation fund attitudes to investing in Asia, according to research conducted by the University of New South Wale...

30 November 2009

Commission rebate services may be perceived as competing with financial advisers, but they can actually help advisers place control over fees back into the hands of clien...

30 November 2009

Quantum Group has bridged the gap between financial planners and residential property through the development of a real estate product for self-managed superannuation fun...

 

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Time to Go

I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...

11 hours ago
Rob

Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...

14 hours ago
Time to Go

Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...

2 days 6 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago