SelfWealth juggles takeover bidsBY MATTHEW WAI | FRIDAY, 21 FEB 2025 12:36PMSelfWealth, the online trading platform, has provided an update as to the bidding war between Bell Financial Group (BFG) and Svava. Related News |
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Insignia gives PE firms more time to devise deal
Bain Capital and CC Capital Partners have been granted more time to thumb through Insignia Financial's books.
DII drives life insurance disputes: APRA
Disability income insurance (DII) continues to be a bugbear for the life insurance industry and is the most highly disputed product among advised, non-advised and group insurance customers, APRA statistics show.
Mantis to distribute new micro cap offering
Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market.
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Ahead of the federal election, the Association of Superannuation Funds of Australia (ASFA) has urged all contesting parties to consider its recommendations to "protect and strengthen" the super sector.
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The gatekeeper fallacy: A critical analysis of financial advice regulation in Australia
The current regulatory framework for financial advice in Australia rests on a fundamental misconception that threatens both consumer protection and industry ...
How family shapes our financial futures
It doesn't take our 100+ years of collective wealth management experience to know that intergenerational wealth is a hard problem.
A tale of two conflicting PBRs
What happens if a spouse survives the death of the member but dies before payment has been made?
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Featured Profile
Paul Heath
CHIEF EXECUTIVE OFFICER
KODA CAPITAL PTY LTD
KODA CAPITAL PTY LTD
Koda Capital chief executive and founding partner Paul Heath grew up a stone's throw from the company's chair Steve Tucker in Perth. Their eventual collaboration gave rise to one of Australia's premier independent wealth management firms. Andrew McKean writes.
