Rebecca Evans

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News by this author

Financial planning

23 January 2005

Working women stand to be particularly disadvantaged by the implementation of the new choice of fund regime, with many potentially unaware that advisers receive commissio...

Financial planning

23 January 2005

Two Sydney advisers banned for life

Two financial planners who dishonestly sold migrants in south-west Sydney tax-effective investment plans have been banned permanently by the Australian Securities and Inv...

Financial planning

23 January 2005

Fidelity makes post-Perpetual planner play

Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...

Financial planning

13 January 2005

Steady growth for life inflows

Investments in life insurance grew by 11 per cent over the year to September 2004 according to the latest statistics from Melbourne based research group Plan For Life....

Financial planning

10 January 2005

New evaluation scheme for adviser education

The Financial Planning Association will offer an assessment and quality accreditation facility for entry level financial education providers, inching the association a st...

Financial planning

9 January 2005

FPA outsources to Securities Institute

The Financial Planning Association has outsourced the administration of its Certified Financial Planner program, awarding the contract to former competitor - the Securiti...

Financial planning

16 December 2004

Happy holidays from Money Management

Money Management would like to wish all readers and their families a happy and joyous Christmas and a safe and prosperous new year....

Financial planning

16 December 2004

Early release super adviser stopped short

The operators of a Perth based early release super scheme that used television advertising to promote its services has been nabbed by the Australian Securities and Invest...

Financial planning

15 December 2004

The FPA convention debutante

All eyes and ears will be on Kathryn Greiner as she takes over the chairmanship of the FPA at the association’s annual convention. But as REBECCA EVANS reports, she’s rea...