Julie Bennett

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News by this author

Financial planning

01 Aug

Fastest growing dealer groups: ANZ racks up the numbers

Ranking fourth in the Money Management Fastest Growing Dealer Groups Survey, ANZ Personal Advisory Services had grown the number of planners in the group in the year endi...

Financial planning

01 Aug

Fastest growing dealer groups: No adviser acquisitions but numbers still up at Westpac

In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....

Financial planning

28 Jul

Watson softens stance on financial planners

Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...

Financial planning

22 Jul

Do traditional tax strategies still work?

As the end of the financial year approaches, Julie Bennett looks at how well advisers think traditional tax planning strategies stack up this year....

Financial planning

15 Jul

UBS tops the list of Six Star Fund Managers

InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...

Financial planning

15 Jul

APN builds on stability to win

APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....

Financial planning

15 Jul

Absolute Capital resolves stop order issue

The Australian Securities and Investments Commission (ASIC) has lifted the interim stop order placed on Absolute Capital’s Yield Strategies Fund on Tuesday....

Financial planning

15 Jul

Too many cooks in Canada

If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....

Funds management

23 May

UBS tops the list of Six Star Fund Managers

UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...

Funds management

15 May

Rising stars shine in difficult times

Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....