Ben Abbott

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Financial planning

4 May 2004

Dealer groups slammed for anti-industry fund stance

THE National Council of Financial Adviser Associations (NCFAA), the peak body for adviser associations, has criticised dealer groups for the lack of industry superannuati...

Financial planning

4 May 2004

ANZ pushes fee for service model

ANZ Financial Planning is rolling a further 10 to 20 per cent of its advisers over to a fee for service remuneration model adding to the initial 10 per cent who made the ...

Superannuation

4 May 2004

Super group creates new SMSF accreditation

A new professional accreditation for advisers on self managed superannuation funds (SMSF), who meet higher standards higher in the area than the minimum under PS 146, is ...

Financial planning

4 May 2004

Modest entrance for Three Pillars

VAN Eyk Research’s listed investment company (LIC) van Eyk Three Pillars made a modest debut on the Australian Stock Exchange (ASX) last week, with markets slightly weake...

Financial planning

4 May 2004

Dealer groups take the hint

The ‘very poor’ ratings received by some dealer groups in the ACA/ASIC shadow shopping survey has led them to rethink how they operate. BEN ABBOTT investigates....

Financial planning

28 April 2004

Symetry signs on for CARM’s planning system

Platform provider Symetry has struck a deal that will see it distribute Customer Acquisition and Retention Management’s (CARM) Guided Planning System (GPS) to the 200 adv...

Financial planning

28 April 2004

LIC’s back on the radar

In early January, Hunter Hall International announced it was in the advanced stages of planning a listed investment company (LIC), and that between $50 million and $200 m...

Financial planning

28 April 2004

Trafalgar builds on property

It is not only Trafalgar Managed Investments’ property expertise that attracts investors, but the group’s ability to position itself as a fund manager with a financial st...

Financial planning

28 April 2004

452 Capital finishes on top

After leaving his post as senior portfolio manager at Perpetual Investments in September 2002, Peter Morgan resurfaced later that year to announce the establishment of a ...

Financial planning

28 April 2004

AFA questions bank-tied adviser disclosure

The Association of Financial Advisers (AFA) has warned that the salaried financial advisers of banking institutions may not have to disclose all the influences inducing t...