Ben Abbott

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Financial planning

6 February 2003

Treasury Group moves towards listed option

The Treasury Group has flagged the possibility of setting up a listed investment company to expand further into the financial services and boutique funds management secto...

Funds management

5 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

2 February 2003

Will the real financial planning client please stand up?

In the fervour surrounding the pursuit of the high-net-worth investor, have the clients who provide much of the industry with their bread and butter been forgotten? BEN A...

Financial planning

2 February 2003

Hunter Hall value trust gets thumbs down

Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....

Financial planning

2 February 2003

Spanish tied agents fight for freedom

A newly formed association of Spanish tied agents (ANAF) will present a legislative blueprint early this year that might allow independent financial advisers to operate i...

Financial planning

2 February 2003

AMP restructure splits services

AMP Financial Services (AMPFS) has announced a restructure that will split the group into two groups centred around the distribution and manufacturing arms....

Financial planning

2 February 2003

Cerulli repeats platform shake-up prediction

The US based Cerulli Associates research group has reaffirmed its much publicised prediction that Australia’s investment platform marketplace is heading for considerable ...

Funds management

30 January 2003

APRA pursues delinquent super funds

The Australian Prudential Regulation Authority (APRA) will refer 21 cases to the Director of Public Prosecutions (DPP) for late or non-lodgement of annual superannuation ...

Financial planning

29 January 2003

Macquarie campaigns to spur retail growth

The Macquarie Bank Financial Services Group today announced the beginning of a $3.5 million branding campaign designed to spur continued funds growth amongst its retail p...

Financial planning

28 January 2003

InvestorWeb gives six stars to Advance

The Advance Imputation Fund has been given a six star rating by InvestorWeb Research (IWL), with the research house rating the fund as an “exceptional buy.”...