Ben Abbott

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Financial planning

13 October 2003

Australia has overtaken Italy when measured by total managed fund assets, putting it in fourth place worldwide behind the United States, France and Luxembourg....

Financial planning

12 October 2003

Privacy Commissioner says clients control adviser held information

The Office of the Federal Privacy Commissioner (OFPC) has released guidelines on what happens to client data when financial advisers move to another dealer group....

Financial planning

12 October 2003

More ASIC guidelines as industry struggles

The Australian Securities and Investments Commission (ASIC) has released a guide on complying with Policy Statement 166 (PS166) after inadequate licence applications and ...

Financial planning

9 October 2003

Ford replaced by Antink at Deutsche

Deutsche Asset Management has announced the head of DB Real Estate Mark Ford will retire due to ill-health, with former Westfield Holdings funds management head Victor Ho...

Financial planning

9 October 2003

CARM signs with InvestmentLink

The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...

Financial planning

9 October 2003

Challenger positions for platform move

Challenger Financial Services is investigating a move back into the platform market after the appointment of David Coyne as head of platform development....

Financial planning

9 October 2003

Hunter Hall comes of age

When the chairman of Hunter Hall International, Peter Hall, founded the ethical fund manager back in 1994, it was a one-man band that took four years to reach $30 million...

Superannuation

9 October 2003

Who needs a self-managed super fund?

With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...

Financial planning

8 October 2003

Investor interest thaws after winter of discontent

The level of investment in managed funds and shares have fallen to their lowest level since early 2000 despite recent market rises, with Australians preferring to continu...

Financial planning

8 October 2003

Advisers to knock twice and respect client privacy

Financial advisers should make at least two attempts to contact clients in order to ascertain their wishes in relation to personal information when transferring dealer gr...