Julie Bennett

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Financial planning

25 May

Financial services groups will lead the way in braodcasting over the Internet, according to Internet developer James Agnew....

Financial planning

25 May

CFP Conference preview - All a matter of ethics, not rules

What does it take to be ethical in financial planning? Professor Stephen Cowan, who will be presenting at the CFP conference in Hobart, says it is all about ex-cellence. ...

Financial planning

17 May

Old networking days are over

The old way of networking is dead, according to Robyn Henderson, author of five books on the subject and director of her own company “Networking to Win”....

Financial planning

16 May

Merc restructures adviser networks

Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....

Financial planning

11 May

Merc restructures adviser networks

Mercantile Mutual has restructured its distribution and dealer group networks by housing the entire operation under the one roof....

Financial planning

11 May

Planners make technology connection

It’s official –Australian financial planners are heavy users of technology. A survey conducted by Salomon Smith Barney Asset Management (SSB) reveals that 97 per cent o...

Financial planning

11 May

Waltus syndication

The Waltus Property Investment Group has merged its trans-Tasman operations to become a major player in Australasia’s property syndication business with assets of more th...

Financial planning

10 May

Accountants to dominate financial planning

Accountants will be the big winners of financial planning business, according to high profile industry figure Robert MC Brown....

Financial planning

04 May

Advisers embrace technology

It’s official –Australian financial planners are heavy users of technology....

Financial planning

02 May

BNP get global outlook

BNP Investment Management (Australia) (BNP) has signed an agreement with MFS Institutional Advisers (Australia) (MFS) for exclusive use of MFS investment products and ser...