Ben Abbott

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Financial planning

28 July 2003

The Australian Stock Exchange (ASX) has appointed Jillian Segal, former commissioner and deputy chair of the Australian Securities and Investments Commission (ASIC), as a...

Financial planning

28 July 2003

UK planners face depolorisation threat

The distributional strength of independent financial advisers (IFAs) in the UK is under threat by depolorisation legislation, which will see banks and large financial ins...

Financial planning

28 July 2003

Perpetual sets sights on retail platform launch

Perpetual Investments has flagged the launch of a new multi-manager retail platform, to compete with the likes of Colonial First State’s FirstChoice product, for the last...

Financial planning

21 July 2003

Fund-of-funds find favour with investors

Funds of funds received one out of every seven dollars injected into the world’s managed fund industry during 2002, an all-time high that indicates growing interest in th...

Financial planning

15 July 2003

Mercer launches retail research platform

Mercer Investment Consulting has launched a retail investment research platform targeted specifically at the financial planning market, in direct competition with other p...

Financial planning

14 July 2003

Crouching tiger, hidden designation: financial planning in Asia

As the call for professional standards echoes around Asia, various industry bodies are lining up for a piece of the action. Ben Abbott reports....

Financial planning

14 July 2003

Count backs accountants’ right to advise

Count Financial has weighed in on heated industry debate over whether accountants should be able to provide advice on superannuation fund structures without an Australian...

Financial planning

14 July 2003

AXA tied by privacy legislation

AXA has made a bid to release itself from a catch-22 situation in which it has contractually agreed to allow advisers to hold client information if they leave the groups ...

Funds management

14 July 2003

Wealth management woes of banks to continue

The wealth management divisions of Australian banks can look forward to a further half a year of lacklustre performance according to the latest KPMG Major Bank Survey....

Financial planning

14 July 2003

Credit Suisse takes a dive into Asia

Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...