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David Court
Partner, Holley Nethercote
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Is the end coming for the sophisticated investor?
The distinction between wholesale and retail clients is a fundamental part of the financial services laws. The continuing increase in retail client regulation over recent years (such as the FOFA reforms) ...
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AFA expands support for paraplanners
ELIZABETH MCARTHUR
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners.
FPA launches Tinder for advisers
ELIZABETH MCARTHUR
The Financial Planning Association of Australia has launched a new online service to match Australians with their ideal financial adviser.
Average Aussie $560k richer with advice
ELIZABETH MCARTHUR
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice.
Advice associations weigh in on member interests bill
HARRISON WORLEY
The peak bodies representing financial advisers have taken similar positions on the Government's latest round of superannuation reforms.
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From the ground up
SUSANNE DAHN
EXECUTIVE DIRECTOR
PITCHER PARTNERS INVESTMENT SERVICES PTY LTD
In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
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