Ben Abbott

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Financial planning

14 May 2003

Tribeca scoops up Investment Training College

Tribeca Corporation, the owners of financial planning education and training provider Integratec, have purchased the Investment Training College (ITC) set up by industry ...

Financial planning

14 May 2003

Tandem settles in for the long haul

When ING unveiled its Tandem Financial Advice dealer group in August 2002, the result of merging its Lynx, Partnership Planning and AustAdvisers dealer groups, the market...

Financial planning

14 May 2003

Vertex Capital: an absolute winner

Vertex Capital Management was able to achieve low volatility and good absolute returns in its Relative Value Fund this year to win the Money Management/Assirt Fund Manage...

Financial planning

14 May 2003

ASFA backs Coonan super commitment

The Association of Superannuation Funds of Australia (ASFA) has done an about face, welcoming Senator Helen Coonan’s reassurance of the Federal Government’s commitment to...

Funds management

14 May 2003

Credit Suisse proves international forte

It was primarily effective stock picking that enabled Credit Suisse Asset Management to outperform its rivals and take out the Money Management/Assirt Fund Manager of the...

Financial planning

14 May 2003

Zurich’s UK arm scuttles FPA professional indemnity deal

Negotiations between the Financial Planning Association (FPA) and Zurich London over setting up the association’s own in-house professional indemnity (PI) insurance schem...

Financial planning

30 April 2003

Agribusiness image to get a make over

The Australian Securities and Investments Commission (ASIC) and van Eyk Research will meet with financial planners in Sydney later this month to combat perceived bad perc...

Financial planning

30 April 2003

Sealcorp to put Asgard under the microscope

The Securitor/PACT financial planning dealer groups will implement a price and functionality review of the Asgard master trust in an attempt to increase its market compet...

Financial planning

30 April 2003

Cooley scores top job at Morningstar

Morningstar has appointed former chief operating officer Scott Cooley as chief executive officer of its Australian and New Zealand businesses....

Funds management

22 April 2003

ANZ to report flat wealth management growth

ANZ Banking Group is expected to reveal the flat performance of its wealth management joint venture with ING when it releases its half-yearly profit result tomorrow....