Ben Abbott

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Financial planning

17 February 2003

PIS to expand as US joint venture deal fails

Professional Investment Services (PIS) has seen its plan to buy 50 per cent of a US dealer group fall through after negotiations faltered during the due diligence process...

Financial planning

16 February 2003

BT Wrap platforms get a makeover

BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...

Financial planning

16 February 2003

Study reveals fear and loathing from advisers

A new study has found 89.2 per cent of financial advisers are either dissatisfied or extremely dissatisfied with the level of success they have achieved to date....

Financial planning

16 February 2003

Investors Mutual given strong rating by Assirt

Investors Mutual (IML) is moving from “strength to strength” according to the latest rating of the boutique fund manager by Assirt....

Financial planning

13 February 2003

Invesco makes the list in fixed interest review

InvestorWeb Research has added Invesco to its recommended list of managers after completing its latest report into the fixed interest sector....

Financial planning

13 February 2003

Japanese shun need for advice

Japanese investors are stubbornly ambivalent to the provision of financial advice according to US-based research firm Cerulli Associates, meaning Japanese advisers are co...

Financial planning

13 February 2003

Platform providers face consolidation challenge

Merger and acquisition activity among the larger funds management groups has meant many now face the challenges of consolidating assets within multiple platforms into sin...

Financial planning

13 February 2003

Associations clash over risk disclosure

A war of words has begun between three industry bodies over disclosure of commissions on risk products and the viability of the Financial Services Reform Act (FSRA)....

Funds management

13 February 2003

Top fund managers tighten grip on industry

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Financial planning

9 February 2003

FPA releases new continuing development guidelines

New continuing professional development (CPD) requirements for Financial Planning Association (FPA) practitioner members have been announced involving changes to the CPD ...