Julie Bennett

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Financial planning

7 August 2000

Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...

Financial planning

2 August 2000

Advance signs international alliance

US based giant Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via A...

Financial planning

2 August 2000

Making best use of online branding

Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...

Financial planning

2 August 2000

And then there were six super contenders…

The list of 10 contenders for Austrlia’s biggest corporate superannuation outsourcing deal has been whittled down to six....

Financial planning

2 August 2000

AFA attacks dealer power

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Financial planning

2 August 2000

FPA seeks level playing field

The Financial Planning Association (FPA) has appealed to the government to axe its proposal to introduce a declared professional body (DPB), saying it unfairly advantages...

Financial planning

31 July 2000

Planners warned not to advise on tax

Financial planners will need to change the way they offer advice on tax issues as they relate to investments....

Financial planning

23 July 2000

AFA calls for changes to FSRB

The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...

Financial planning

20 July 2000

Goldman Sachs to take over Advance international funds

Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via Advance’s networ...

Financial planning

19 July 2000

Financial Synergy buys NSP Buck Tasmania

Financial Synergy is set to become Tasmania’s largest independent provider of corporate employee benefit services following its takeover of NSP Buck’s Tasmanian operation...