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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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...
3 weeks 2 days ago
ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....
3 weeks ago
Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....
2 weeks 3 days ago
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...