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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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 17 hours ago
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
2 days 20 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,...