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A desire to support and guide colleagues to reach new heights is a common goal of all the Women in Financial Services Mentor of the Year nominees. ...
A constant focus on the planner, and not the product, has won Shivani Gopal wide-scoping praise in the financial advice industry. ...
The founder and managing director of the SMSFs Professionals Association of Australia (SPAA), Andrea Slattery, has been crowned Money Management and Super Review’s Woman ...
Lisa Barber has been named Money Management and Super Review’s financial planner of the year....
Peter Stathis looks at the impact narrowing premium gaps could have on life insurance in super. ...
In the fourth article in this series on equity investing, Hugh Young discusses why people and a strong culture are so important to successful companies. ...
Quick fix solutions, often driven by client demand, won’t serve the financial planning profession in the long run, Paul Barrett writes. ...
The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...
The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....
Joe Bracken looks at the limitations of the MSCI World Index as a benchmark for global returns and argues for an equally-weighted portfolio to achieve diversification. ...
Craig Swanger shares his fears about equity hybrids and the impact they could have on investors...
With the right advice behind them, retirees can easily re-enter the workforce without jeopardising their pension benefits, Mark Teale writes....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...