Ben Abbott

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Financial planning

3 December 2003

Xplan teams up with Lonsec for research and broking

Financial planners using Xplan will now be able to access the complete research and stockbroking product offering of Lonsdale Securities (Lonsec) through their software a...

Financial planning

2 December 2003

Merrill Lynch overhauls investment team

Former Hunter Hall International chief investment officer Kim Tracey, who departed from the group a week ago today, has been appointed as a senior fund manager by Merril ...

Financial planning

1 December 2003

Resnik slams high-end product focus

The funds management industry has come under further attack with more leading industry commentators slamming fund products they claim are being designed for a small profi...

Funds management

30 November 2003

Fund managers branded “arrogant and lazy”

The funds management industry has been lambasted for its “uninspiring” lack of product innovation - a situation if not righted that will push more and more clients into d...

Financial planning

26 November 2003

Asteron reshuffles distribution roles

Promina’s financial services division, Asteron, has made a flurry of key appointments to its marketing and distribution team in an effort to realign the division and driv...

Financial planning

26 November 2003

Navigator reshuffles investment menu

Navigator has backed the viability of the smaller companies funds management sector in a reshuffle of investment options on its Personal Investment Plan and Personal Reti...

Funds management

26 November 2003

Macquarie predicts commercial property rebound

Macquarie Direct Property has launched a commercial property syndicate based on its conviction the sector is on the verge of rebounding strongly from a 30 year low....

Financial planning

24 November 2003

Trust boosts Syscorp software usage

Trust has signed a heads of agreement with wealth management software provider Syscorp that will see Trust extend its use of Syscorp’s services to administer its custody ...

Funds management

23 November 2003

Rivkin to launch funds management venture

Rivkin Financial Services, established by the embattled Rene Rivkin, is set to establish a funds management arm after having its application approved in principle by the ...

Financial planning

20 November 2003

FPA slams Labor on super commissions

The Financial Planning Association (FPA) has voiced opposition to Labor’s proposed ban on commissions for superannuation guarantee contributions, arguing this would make ...