TIM HALL

Financial planning

A former financial adviser has developed a new tool for quicker and easier production of Statements of Advice using data optimisation, enabling advisers to see more clien...

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Features

As investors search for growth in the new (post-COVID-19) world, Chris Dastoor writes, small/mid-caps are the frontier – although it will require experienced trailblazers...

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Awards

The Fairview Equity Partners Emerging Companies fund won this year’s Money Management Fund Manager of the Year award in the Australian Small/Mid Cap Equities category....

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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...

1 month 2 weeks ago

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

1 month 3 weeks ago

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

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 2 days 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. ...

4 weeks 1 day ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

2 days 13 hours ago