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People & Products

Credit Suisse Asset Management (CSAM) head of balanced funds Lindsay Gibson will retire from his portfolio management role at the end of June this year....

Financial planning

Troubled accounting and financial planning consolidator Stockford yesterday appointed Chris Riordan as its new chairman....

Financial planning

It’s the imponderable question, what do the wealthy want? JOHN WILKINSON asks those who should know – the private banks....

Financial planning

Long serving Tower Limited group managing director James Boonzaier has announced his retirement after being with the group for 12 years and will leave at the end of July....

Superannuation

The majority of Australians will face an unexpectedly bleak future in retirement if they rely solely on the current superannuation system to generate their retirement inc...

Financial planning

Australians are becoming increasingly uncertain about their financial preparations for retirement, the latest nationwide survey into consumer knowledge and attitudes towa...

Financial planning

New Zealanders still expect their family home will help fund their retirement needs, according to survey conducted by AMP....

Financial planning

For obvious reasons, a great deal of emphasis is placed today on the need for sound planning and a disciplined commitment to achieve that mystical goal of financial indep...

Financial planning

A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....

Accounting

A Melbourne based accountant has pleaded guilty to ordering the redeeming of su-perannuation money on behalf of clients who had not qualified for retirement....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 19 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 10 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago