Rebecca Evans

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Financial planning

6 June 2004

The Australian Securities and Investments Commission has converted its pursuit of five options trading seminar operators into an enforceable undertaking with the Federal ...

Financial planning

3 June 2004

Risk industry gets report card approval

The Australian insurance industry is enjoying a ‘purple patch’ in what ratings house Standard and Poors is deeming an improved operating environment this year, according ...

Financial planning

3 June 2004

Elements adds multi-blend managers

St George Bank-owned groups Advanced Asset Management and Asgard have unveiled a new deal for the latter’s mini-platform, Elements, to carry a wholesale version of the 10...

Financial planning

2 June 2004

Melbourne adviser banned for 2 years

The Australian Securities and Investments Commission has banned a Melbourne-based financial adviser for two years after deeming previous fraud convictions, while not rela...

Financial planning

2 June 2004

Committee backs accountant super advice extension

Accountants have received support to provide advice on all non-self managed superannuation structures after a recommendation by the Parliamentary Joint Committee on Corpo...

Financial planning

1 June 2004

Growth strong despite ebbing inflows

The retail managed fund sector grew by $8.5 billion during the March quarter to push assets under management up to $328.1 billion and give the sector an annualised growth...

Superannuation

1 June 2004

Industry concern over SMSF changes

Assistant Treasurer Helen Coonan has committed to examining the transitional issues of soon-to-launch market-linked pension products, quelling superannuation industry con...

Financial planning

31 May 2004

LPT’s kick-off capital raising push

Two listed property trusts have launched their initial public offer campaigns ahead of proposed listings on the Australian Stock Exchange next month....

Financial planning

31 May 2004

Challenger concludes analyst push

Challenger Financial Services has completed its Australian equities analyst team revamp with the addition of a banking analyst to round off an overhaul of the division un...

Financial planning

30 May 2004

FinaMetrica takes risk to UK

FinaMetrica (formerly ProQuest) has successfully launched in the United Kingdom following a nine-month pilot program, that has coincided with the completion of the 70,000...