Freya Purnell

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Financial planning

9 November 2003

Sealcorp tops the list of most favoured platforms

With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....

Financial planning

6 November 2003

Equity returns boost managed fund market

The retail managed fund market has been given a significant boost by increased net inflows as well as strong equity returns during the September 2003 quarter, according t...

Financial planning

6 November 2003

CFPs mull over ethical dilemmas

Around 100 people attended the CFP Retreat last week before the FPA Convention, for what was an “amazing day with exceptionally high quality speakers”, according to sourc...

Financial planning

6 November 2003

Are you really listening to your clients?

Contrary to what many planners may think, clients often don’t believe they have a relationship with their adviser, according to consultant and trainer Steve Lesser....

Financial planning

5 November 2003

ING names new RetireInvest head

ING has ended months of industry speculation in relation to management of its RetireInvest dealer group with the appointment of former Snowball Group general manager dist...

Accounting

5 November 2003

CPA releases dealer directory for accountants

Peak accountancy body CPA Australia has launched an FSR Licence Holder Directory in a bid to smooth the path to involvement in financial planning for its members....

Financial planning

5 November 2003

ASIC loses appeal against Saxby Bridge reinstatement

The Australian Securities and Investments Commission (ASIC) has lost a Full Federal Court appeal against a decision to reinstate the securities dealer licences of Saxby B...

Financial planning

2 November 2003

Asgard tops award as online providers up the ante

Australian fund managers and platform providers are moving ahead in leaps and bounds with significant enhancements to their online service offerings in the last 12 months...

People & Products

30 October 2003

Avanteos distribution head departs

Wrap platform provider Avanteos general manager distribution and marketing, Greg Newman is leaving the firm today after three years, following the expiration of his contr...