Julie Bennett
News by this author
26 April 2000
In an attempt to woo a new generation of clients, RetireInvest has launched FutureWealth a service aimed at helping Australians of all ages build wealth....
26 April 2000
Platinum Asset Management was born on 1 March 1994, the boutique brainchild of Kerr Neilson and a team of six other former BT Funds Management international equities expe...
26 April 2000
National Australia and the Commonwealth will soon own one-fifth of the financial planning industry....
26 April 2000
Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the Family Law Legislation Amendment (Sup...
26 April 2000
People retiring next financial year could find their superannuation payouts hit hard by the Timor Medicare surcharge...
18 April 2000
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...
17 April 2000
Investment performance is low on an adviser's list when it comes to selecting an investment institution, according to Assirt's 1999 Market Trends survey....
17 April 2000
Divorcing couples will soon be able to divvy up their superannuation in the same way they divide other marital assets, following the introduction of the Family Law Legisl...
12 April 2000
Disclosure obligations under the proposed CLERP 6 legislation may unfairly dis-advantage some advisers, according to Association of Financial Advisers (AFA) national pres...
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 1 day ago
ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....
2 weeks 6 days 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 ...