08 January 2013 • By Samantha Hodge • 1 min read
Individuals faced with more responsibilityInvestors need to understand that term deposit investments are unsustainable whilst market uncertainty ...
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Four competing objectives should be addressedAdvisers need to focus on ensuring retirees and pre-retirees are invested to adequately protect against ...
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Benefits boost global equity investmentThe benefit of reduced portfolio risk from foreign currency exposure has helped increase interest in global ...
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Cabot Square gets one-year ban for failing to lodge annual statementsA Sydney-based financial planning practice has had its licence suspended for one ...
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Could exacerbate inappropriate SMSF establishmentsThe proposed limited licence allowing accountants to advise on self-managed super funds (SMSFs), ...
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Institutions valuing as low as 1.5 times recurring revenueFinancial planning practices aiming to shift to a fee-for-service model ahead of Future of ...
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Funds to rely on loyal advisers to attract new clientsAccording to findings released by Roy Morgan Research on 20 December 2012, satisfaction with the ...
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MySuper, FOFA reforms placing pressure on businessesMerger activity will be on the rise during this year on the back of regulatory changes, according ...
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Market recovery an ideal time to amend service offeringsAdvisers should aim to review their client fees and service offerings as the market continues ...
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Shift back to fundamentals likelyGlobal volatility and uncertainty should be more moderate in 2013 and accompanied by a return to fundamentals, ...
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