Julie Bennett
News by this author
5 July 2000
Sydney has been chosen to host the Financial Planning Association’s (FPA) 11th annual convention in 2002....
5 July 2000
Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....
5 July 2000
Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from tw...
5 July 2000
Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....
5 July 2000
Lend Lease Financial Services has announced new names for its financial planning businesses....
5 July 2000
B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company IntegraTec....
5 July 2000
Buying distribution is not all beer and skittles. So says Mercantile Mutual's deputy general manager integrated financial services, Tony Hartley....
4 July 2000
Most Australian investors believe they will be worse off under the goods and services tax (GST) and even those who think they will be better off do not expect to increase...
4 July 2000
Two major fund managers have lost their five-star Morningstar ratings and a swag of other fund managers have been re-rated from four stars to three....
27 June 2000
It took 12 years and a lot of persuading – but Jamie Kelly, one of the faces of Mercantile Mutual, has switched camps....
Analysis by this author
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Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
2 weeks 5 days ago
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
4 days 1 hour ago
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
3 days 4 hours ago
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...