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Is there money in truth, advice and transparency? - Column

Like shipping lines that choose the national flag a ship will sail under purely because that nation's shipping regulations are accommodating...

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  • The problem with 'flag of convenience' licensees - Column

    The great battle of Troy around 1000 years BC was fought just on the unfolding of the Iron Age, a major change....

    by Columnist
  • Managing financial planning practice growth - Column

    The Macquarie name is turning heads in the US as its subsidiaries hoover up formerly state-owned infrastructure assets. Matthew Smith in New...

    by Columnist
  • Tax-effective strategies - impact of turnover - Column

    Everyone has their own perspective on the fees and payments made within the wealth management industry and, I suspect, the perspective diffe...

    by Columnist
  • Aviva merges Turkish fund - Column

    If ever there was a time for us to get our act together - this is it. There is a nine-month window of opportunity available today, that I be...

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  • A world-class business model

    Some of my clients come to see me because their financial planner has suggested they use a reverse mortgage product and the product provider...

    by Columnist
  • US funds should shun Tehran - Column

    While most advisers recognise the need to provide their clients with a comprehensive client approach, they can allow their constant busy wor...

    by Columnist
  • Fees and payments - Column

    It is true, as many of us have publicly acknowledged, that the federal budget makes the retirement end of super simpler, better and likely t...

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  • Four Ps: pass or fail? - Column

    The proposed changes to superannuation announced in the federal budget are aimed at simplifying superannuation planning and increasing the b...

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  • Power without glory - Column

    I wrote an article in a Melbourne newspaper recently about teaching our kids about money and responsibility. In all the years I have been wr...

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