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10 December 2012 • By • 1 min read

Succession should be a long-term strategy

Financial services need to put planning on the agendaThe financial services industry needs to focus on long-term company strategy to put succession ...

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Gulf widens between A-REIT sector's large and small players

But confidence returns to the marketWhile confidence returned to the Australian Real Estate Investment Trust (A-REIT) sector during the 12 months to ...

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Financial planning values holding but may fall in medium term

Buyers looking for 'bargain basement' prices misguidedFinancial planning business values are stable but are still at risk of being pushed down by the ...

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Praemium voted RE for BlackRock SMA

Transition to take place within fortnightBlackRock Investment Management Australia Limited has confirmed Praemium Australia Limited will become the ...

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Document automation reaches new heights for advisers

Accuracy improved, with less time spent on administrationBusiness efficiency will improve due to enhancements to the document ordering process and ...

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Super contributions slump in September

Reflection of lack of confidence in economySuperannuation payments fell sharply in the September quarter, reversing the recovery experienced in the 12 ...

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Philanthropy plays role in generational succession

Advisers missing opportunity to engage clientsPhilanthropy could be the key to successful generational succession by engaging clients with the ...

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Perpetual appoints portfolio manager

New addition to multi-sector teamPerpetual Investments has appointed Robert Graham-Smith as a new portfolio manager to oversee absolute return ...

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Advisers using incorrect approach to social media

Change in perception and mindset necessaryFinancial advisers are failing to make full or successful use of social media in their businesses since they ...

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ASIC extends shorter PDS regime to 2014

Date aligns with start of new disclosure obligationsThe corporate regulator has extended interim class order relief from the shorter product ...

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