Rebecca Evans

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Financial planning

15 December 2004

Product News – 9 December 2004

Product news from Navigator, Discount Managed Funds and MLC Advice Solutions....

Financial planning

14 December 2004

Ex-NAB adviser in multi-million dollar fraud scandal

A former National Australia Bank financial planner who lost almost $5million of client monies through illegal activities faced a Sydney Court yesterday to answer 14 crimi...

Financial planning

14 December 2004

Mortgage brokers eye planners for prosperity

Financial planning dealer groups may emerge as the prime target for mortgage brokers looking to gain competitive advantage, with a new report exposing effective distribut...

Superannuation

13 December 2004

SPAA launches adviser accreditation

The SMSF Professional’s Association of Australia has launched a new accreditation program for advisers, pre-empting Australian Taxation Office plans to double the number ...

Financial planning

13 December 2004

FuturePlus signs on Milestone

FuturePlus Financial Services has struck a deal with software provider Milestone to implement its integrated fund processing and analytic software platform....

Financial planning

12 December 2004

Russell loses out as AMP moves in-house

Russell Investment Group will hand over the administration of one of Australia’s oldest corporate superannuation funds in April next year after AMP declared it was transf...

Financial planning

12 December 2004

Dodge fund operator awaits sentencing

The Australian Securities and Investments Commission has had another win after successfully taking claims to the Supreme Court against the operator of a failed solicitor’...

Funds management

9 December 2004

New Rivkin crew signs fund manager

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

Financial planning

6 December 2004

Choice team to advise on education

The Federal Government has formed a new advisory committee to assist the Australian Taxation Office in devising an education campaign ahead of the implementation of the c...

Financial planning

5 December 2004

Advisers denied stockbroking exemption

Financial planners who provide direct equity advice have failed in their bid to gain an exemption from having to provide a Statement of Advice (SOA) in time-critical situ...