Ben Abbott

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Financial planning

14 July 2003

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 ...

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...

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

10 July 2003

SuperEC and MFundEC merger confirmed

The Association of Superannuation Funds of Australia (ASFA) has confirmed an exclusive report from Money Management over a week ago that the SuperEC and MFundEC electroni...

Financial planning

9 July 2003

CBA merges First State businesses

The Commonwealth Bank of Australia’s (CBA) international wealth management businesses First State Investments UK and First State Investments Asia are to be combined and r...

Financial planning

7 July 2003

Global managed funds suffer flat quarter

The assets of worldwide managed funds have experienced a flat 2003 first quarter, with net assets declining marginally from their level at the end of 2002 by 0.06 per cen...

Financial planning

6 July 2003

AFA designation gets the thumbs up

The Association of Financial Advisers (AFA) has finally settled on a professional designation for its members, registering the Authorised Financial Adviser Australia (AFA...

Financial planning

6 July 2003

Tool to aid planners in software selection

Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...

Financial planning

6 July 2003

Willmott announces boost to sales and dealer network

Agribusiness group Willmott Forests has surpassed its 2002 end of financial year sales result of $7.0 million with two months left to run till the 2003 year end....

Funds management

6 July 2003

Fund managers suffer as inflows dry up

The retail funds management industry has suffered its worst quarter of net inflows since March 1995, with only $435 million of new funds being channelled into the industr...