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Sara Rich

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News by this author

26 Jul
Take a deep breath...

Hear that? It’s the sound of July. The sound of emails and phone messages slowing to a normal pace. The sound of staff speaking in a relaxed tone, without overdue deadlin...

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26 Jul
CBA June 30 results in

CBA’s wealth management arm has revealed its results for the June quarter....

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26 Jul
Power to the planners: Money Management/Fidelity Round Table

For the final instalment in the series of the Money Management/Fidelity adviser round tables we invited back some of our more vocal participants to dissect the most press...

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26 Jul
The grass is always greener – and wages lower

Financial services are in boom phase, which has brought remuneration to unsustainable levels. Robert Keavney examines the impact on financial planning firms today and con...

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26 Jul
Injecting new life into small business

It pays to understand the fundamentals of insurance underwriting, especially if you are in the small business market, writes Ted Voges. Here he explains that, with the ri...

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25 Jul
Lachlan Wealth Management completes acquisition

Macquarie dealer group has strengthened its offering....

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24 Jul
WHK Group on hunt for new CEO

WHK Group’s chief executive Graeme Fowler resigns....

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23 Jul
Unlisted property on the rise

A property investment expert has forecast good things for unlisted property trusts....

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20 Jul
Insurance policies at risk

Many Australians’ insurance policies are at risk of lapsing, insurers fear....

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20 Jul
Merger creates new accountancy practice

Advisory firm Centric Wealth has merged with two other firms to create a new accounting and tax services business called GMK Centric....

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Analysis by this author

DKN achieves 77 per cent profit increase
Equity Trustees posts record profit
Perpetual announces increased profits
Perpetual forecasts 18 per cent profit increase
Invesco’s operating profit up
Top 50 platforms
Show me the money
Decoupling: are emerging markets breaking up with developed economies?
Net returns matter most to investors
The three P’s of integrating ESG issues into portfolios
It’s time to embrace industry funds
Maximising returns not risk
Market snapshot
Property funds: it’s getting hot in here
The changing face of mortgage funds
At the centre of market attention
Maintaining your most valuable asset
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MARKET INSIGHTS

More Market Insights content

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Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago
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ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago
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