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Scaling through M&A? Ask yourself these four questions first

BY   |  FRIDAY, 27 JUN 2025    1:59PM
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No more us versus them

DALTON FINANCIAL PARTNERS
If we're truly going to serve consumer best interests, industry funds must work with financial advisers.

Warranties and indemnities in the sale of financial advice portfolios

THE FOLD LEGAL
The sale of financial advice portfolios is on the rise and both buyers and sellers are finding new ways to allocate risk. In this post, we put the current ...

The other casualties of advice industry reform

WEALTHPLAN FINANCIAL
Whilst the enormity of mental health consequences has rarely received a second thought by legislators as they vehemently imposed non-stop change on the ...

An auditor's view of conflicted advice

COMMONWEALTH FINANCIAL PLANNING LIMITED
"But why should conflicts of interest be a problem? People should simply be able to declare their conflicts of interest and make their decisions in accord ...

The care factor

ADMIN SPECIAL ACCOUNTS
A good friend of mine lost his son to cancer not long ago, something no parent should ever have to experience. Even though this would have been one of ...

The future of financial planning

FINANCIAL ADVICE ASSOCIATION AUSTRALIA
There is absolutely a future for the profession of financial planning. The opportunities and the need for financial advice by Australians and, frankly ...

Why ESG has moved from nice-to-do to must-do

FIDELITY INTERNATIONAL
Environmental, social and corporate governance (ESG) factors are increasingly important to the investor community. Until recently, community expectations ...

Five reasons ASIC will reject your licence application

THE FOLD LEGAL
ASIC rejects 30% of AFS licences applications and 24% of credit applications. This article explains why it rejects applications and gives tips on how ...

Income investing: Generating regular income from equities, with lower volatility

AUSBIL INVESTMENT MANAGEMENT
Active equity investment is typically focused on maximising the growth component of returns, particularly given the fact that equities, by their nature ...

Headline returns don't tell the whole story

RAINMAKER INFORMATION
When I was younger I used to enjoy a good argument, or at least what I thought passed for one.