Rebecca Evans

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Financial planning

22 August 2004

Lifespan Financial Planning will lose a pivotal executive this week with research manager William Tomac signalling his departure after more than eight years with group....

Financial planning

19 August 2004

Monere kicks-off recruitment drive

Ipac-owned fledgling dealer group, Monere Financial Planning, has hired former Garrisons senior staffer Colin Williams to spearhead a recruitment drive to attract planner...

Financial planning

18 August 2004

Selects boosts research capability

Boutique investment group Select Asset Management has stepped up its push into the absolute return and alternative investment space, bringing former Berkley Group head of...

Funds management

18 August 2004

Aurora hedges into retail funds

Boutique investment group, Aurora Funds Management (AFM) has launched it’s first offering to the domestic market one year on since it’s inception in the latter half of 20...

Financial planning

18 August 2004

Treasury rides high on boutique momentum

A robust market with an appetite for boutiques has aided listed financial services firm Treasury Group to double funds under management for the year ending June 30, and i...

Financial planning

16 August 2004

Aon wraps with BT & Asgard

Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...

Financial planning

15 August 2004

Australia and US in industry co-op talks

Australia and the United States of America will seek to further integrate their respective financial services sectors through a series of scheduled talks between the Fede...

Financial planning

15 August 2004

Helmich steps down as FPA chairman

AMP director of advice-based distribution Steve Helmich will stand down as Financial Planning Association chairman, making way for chair-elect Kathryn Greiner - the first...

Financial planning

15 August 2004

Rapid Ratings slings Singapore deal

Corporate credit rating and investment grading agency Rapid Ratings has struck a deal with the Securities Investors Association of Singapore to distribute its equity and ...

Accounting

12 August 2004

Accountants welcome super exemptions

Accountants have warmly welcomed the recommendation by the Parliamentary Joint Committee on Corporations and Financial Services (PJCCFS) to allow them to provide advice o...