Rebecca Evans

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Financial planning

9 August 2004

Australian Financial Services has struck a deal with consultative firm the Encore Group to develop a practice management program exclusive to AFS advisers....

Financial planning

9 August 2004

Managing the money

As more dealer groups board the fee-for-advice bandwagon, back-office providers must decide whether to revamp remuneration management systems to accommodate more complex ...

Financial planning

8 August 2004

ASIC scrutinises fund trading practices

The Australian Securities and Investments Commission is satisfied Australian fund managers are not breaching the Corporations Act through late trading or market timing, d...

Financial planning

8 August 2004

IFSA acknowledges industry specialists

The Investment and Financial Services Association has honoured some of the industry’s leading authorities in technical services, taxation, public policy and administratio...

Financial planning

5 August 2004

Environmentalists critique SRI funds

The Australian Conservation Foundation has lashed out at the funds management industry for failing to comply with ethical investment disclosure obligations imposed by the...

Financial planning

4 August 2004

HSBC caught in Assirt headlights

Assirt Research has deemed the departure of HSBC Asset Management’s head of Australian equities Robert Hook as illogical, placing all funds previously under his administr...

People & Products

3 August 2004

ING loses advice head

ING Australia has lost its executive director of advice Tony Hartley with chief executive Paul Bedbrook swiftly announcing senior executive Colin Morgan as his replacemen...

Financial planning

3 August 2004

Gloves off at Rivkin Financial Services

Rivkin Financial Services stakeholders continue to jostle for control with talks of mergers and takeovers rife and corporate raider Farooq Khan calling on the dismissal o...

Financial planning

2 August 2004

Small funds sustain super growth

Small superannuation funds experienced the highest growth during the March 2004 quarter, contributing to an overall sector increase of 3.6 per cent and taking total super...

Financial planning

29 July 2004

Russell wins AFS multi-manager mandate

Multi-manager Russell Investment Group has struck a deal worth an initial $180 million with financial planning dealership Australian Financial Services to manage its supe...