Ben Abbott

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Financial planning

20 Feb

Financial services training and education provider Tribeca has announced a 27 per cent growth in sales revenue and earnings for the first quarter of the financial year fo...

Financial planning

19 Feb

Xplan integrates FinaMetrica ‘gap analysis’ software

Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...

Financial planning

19 Feb

IOOF signs Lonsec for research

IOOF subsidiary Australian Financial Planning Network (AFPN) has signed an agreement for Londsdale Securities (Lonsec) to provide the group with its complete research and...

Financial planning

19 Feb

Count battles rising PI costs

Count Financial has been forced to make a provision of $400,000 for the half-year to December 31 2003 due to a risk of claims against it for the alleged poor advice given...

Financial planning

18 Feb

Glebe passes muster in ratings round-up

Ethical fund manager Glebe Asset Management has received its first round of rating from research house Assirt with business management, operating capabilities and Austral...

Financial planning

13 Feb

New group bids to free adviser HeadSpace

Queensland-based Fitzpatricks Financial Planning is looking to aggressively grow its fledgling financial planning business consultancy, HeadSpace, which is targeting plan...

Financial planning

12 Feb

Treasury Group rises on boutique growth

Treasury Group today announced a 357 per cent half year surge in net profits due to increases in the group’s boutique investment subsidiaries’ funds under management (FUM...

Financial planning

11 Feb

Aegis leaps into securitised property research

Aegis Equities Research has appointed former research manager at Lonsec Property Research, Paul Nielson, to the position of head of unlisted property within its newly lau...

Financial planning

06 Feb

ASIC prepares for CLERP 9

The Australian Securities and Investments Commission (ASIC) has released a timetable for policy proposal papers on the Corporate Law Economic Reform Program (Audit Reform...

Financial planning

05 Feb

Hunter Hall launches global LIC

Hunter Hall International has joined the long list of companies to establish a listed investment company (LIC) today with the launch of its previously flagged $200 millio...