Julie Bennett
News by this author
21 June 2000
Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...
21 June 2000
Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....
20 June 2000
B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company IntegraTec....
18 June 2000
Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....
18 June 2000
Buying a large dealer group like RetireInvest is not all beer and skittles....
15 June 2000
Challenger Portfolio Management is to become the latest group to jump on the ethical funds band wagon when it takes over management of the Tyndall Ethical Balanced Invest...
13 June 2000
Ipac has developed a business model to help its planners and strategic partners service the wealth accumulator market....
7 June 2000
The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....
7 June 2000
After only four years of operation, Vision FPS (Vision) has sold to InvestorWeb for the princely sum of $15 million....
7 June 2000
Australia’s three-year old fund manager – Ausbil Partners - has changed its name to Ausbil Dexia to better reflect its links to European banking group Dexia....
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 4 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 ...
3 days 21 hours ago
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
3 days 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,...