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Caroline Munro
Caroline Munro
News by this author
The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...
Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...
The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...
Means testing for super members over 50 would be a failure on behalf of the Federal Government to address two of its three main policy objectives (lower revenue costs, si...
The reverse mortgage market is returning to 2008 levels, but financial planners are missing in action, according to Senior Australians Equity Release Association (SEQUAL)...
Investors should maintain an overweight position in global equity markets relative to overvalued bonds, according to Mercer....
Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....
Russell Investments has improved on transparency around its transition management data to enable investors and super funds to compare their transition history with other ...
A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...
Mercer's Global Manager Search Trends 2011 has revealed a renewed interest in emerging markets and alternative assets, as institutional investors seek greater diversifica...
Analysis by this author
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....