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03 October 2013 • By • 1 min read

Scaled advice appeal questioned

Scaled advice “suits product distribution only” and is not necessarily in a client’s best interests, according to Dolfinwise principal Jason Bragger

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Catholic Super launches investment platform with Lonsec

Catholic Super has partnered with Lonsec to implement an investment platform that it says will provide members with greater control and flexibility

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New platform a game changer on property, SMSF gearing

Financial services investment management and education group Wealth Within has launched a new investment platform that it says provides administration ...

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Industry concerned over due diligence changes

Industry representative bodies have raised a number of concerns relating to the government’s proposed changes to Customer Due Diligence (CDD) ...

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Resources sector could be paved with gold

Opportunities can still be found in the resources sector, despite dropping commodities demand pushing sentiment to an all-time low, according to ...

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Chan & Naylor adds former YBR franchisee

Tax and wealth advisory business Chan & Naylor has continued its nationwide expansion by entering into a joint venture with Sydney accounting firm ...

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‘Housing boom’ spells end to rate cuts: HSBC

Amid talk of a housing 'bubble', capital city housing values rose by 3.7 per cent in the third quarter of the year to take prices to a record ...

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Chartered Accountants open vote for merger

The New Zealand Institute of Chartered Accountants (NZICA) and the Institute of Chartered Accountants Australia (ICAA) opened voting this week on the ...

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Data highlights increasing private equity M&A play

New data from Thomson Reuters has confirmed the views of Minter Ellison Lawyers that private equity players are becoming more significant in the ...

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SMSF gearing stats out of date

Property gearing in SMSFs is likely to be at much higher levels than the latest ATO statistics suggest, according to an industry expert

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