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Editorial
One of the areas where the cycle of pessimism and optimism offers regular interesting opportunities is listed investment companies, writes Dominic McCormick....
Financial planning
With current market conditions to stay put for a long time to come, forward-thinking employers in the banking and financial services industry are going ahead with hiring ...
Life/Risk
Overall direct life insurance sales have grown 11.3 per cent in 2011 and in-force annual premiums are up 10.9 per cent despite flat growth in credit-related insurance sal...
Life/Risk
Overall direct life insurance sales have grown 11.3 per cent in 2011 and in-force annual premiums are up 10.9 per cent despite flat growth in credit-related insurance sal...
Financial planning
Founder of McGrath Business Advisory Dan McGrath will join WLM Financial ahead of the merger between the two firms....
Financial planning
By engaging with prospective clients prior to the initial meeting, financial advisers can make the planning process much less overwhelming, according to Astute Wealth Adv...
Financial planning
The proliferation of professional "hats" an adviser or an accountant has to wear simultaneously when giving advice is going to confuse planners and accountants in the wid...
Financial planning
Treasury Group Limited has purchased a minority stake in Evergreen Capital Partners, furthering a relationship that began in December last year....
Life/Risk
In order to address the issue of 'churning' in life insurance, the responsibility should fall on the underwriter to determine whether to continue with an insurance policy...
Financial planning
With appropriate transition arrangements in place, the purchase of a financial planning practice should see 98 per cent of the client base retained, says Kenyon Partners ...
Superannuation
Investors would do well to review their superannuation strategies and maximise their super savings before new laws announced in this year's Federal Budget kick in, accord...
People & Products
Amid a restructure of the company's Australian distribution team, Treasury Group (TRG) has appointed Stephen Bramley as director, distribution based in Melbourne....
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Financial planning
The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...