Ben Abbott

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Financial planning

2 October 2002

AMP’s newly minted CEO, Andrew Mohl, has claimed the financial services giant is not looking to exit the UK market following concerns the group’s UK based Pearl operation...

Financial planning

1 October 2002

Global market turmoil leaves Aussie investors unshaken

Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....

Financial planning

30 September 2002

Industry supports ASIC attack on performance figures

The industry has come out in support of an Australian Securities and Investments Commission (ASIC) recommendation that regulations surrounding the use of past performance...

Financial planning

29 September 2002

Direct equity reporting part of the Strategy

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...

Financial planning

26 September 2002

Danh Van ban: Westpac advisor gets life

The Australian Securities and Investment Commission (ASIC) has permanently banned a former Westpac proper authority holder from acting as an investment advisor or represe...

Financial planning

25 September 2002

Mentor as anything: planners send clients to the shrink

A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...

Financial planning

25 September 2002

Banks to spearhead Asian fund growth

Mutual fund assets in Asia, excluding Japan, are expected to grow to a figure of US$495 billion by 2006, up from US$252 billion at the end of 2001, according to a recent ...

Funds management

24 September 2002

Advance gears up with OZ equities funds

Advance Funds Management will launch an Australian Geared Equity Fund and an Australian Smaller Companies Fund this week to capitalise on increasing market demand for per...

Financial planning

15 September 2002

Two year’s jail for dishonest adviser

A former director of Freeman Hall Investment Services has been sentenced to a maximum of two years in jail after being convicted on two charges of failing to act honestly...