Rebecca Evans

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Financial planning

20 March 2005

Fees in the superannuation industry are on their way down, according to data released by the Investment and Financial Services Association....

Financial planning

20 March 2005

New life designation for financial advisers

The Association of Financial Advisers’ long quest to resolve its designation woes will come to fruition at the end of the month when advisers officially take on its new F...

Financial planning

20 March 2005

NAB to licence branch staff

Branch staff would be licensed to be able to provide advice under a plan being considered by National Australia Bank chief executive Ahmed Fahour to boost the bank’s weal...

Financial planning

20 March 2005

Boutiques sign windfall deal

Small financial planning practices could be between $20,000 and $40,000 a year better off, after the peak association for boutique advisers signed an exclusive deal with ...

Financial planning

20 March 2005

Rival targets DKN planners

The recently departed founder of DKN Financial, Murray Hills, is set to poach many of the group’s 36 Western Australian advisers into his next venture....

Financial planning

20 March 2005

Poorer Garrisons advisers left out of Genesys group

In a bid to separate the best from the rest, Genesys Wealth Management will urge Garrisons advisers who can’t produce a minimum of $55,000 in dealer services fees to join...

Financial planning

28 February 2005

BDM of the Year Award 2005

It may be a job to most people, but business development is clearly a labour of love for Natasha Williams....

Financial planning

28 February 2005

State Winners of BDM of the Year 2005

State Winners of BDM of the Year 2005...

Financial planning

21 February 2005

Women need to run harder on super

Women continue to be at a significant disadvantage to their male counterparts when it comes to superannuation, according to financial planning firm Bridges....