Rebecca Evans

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Financial planning

25 November 2004

Mercer Investment Consulting continues with its push into the retail and institutional research markets, adding two more staff to its growing stable of consultants and li...

Financial planning

24 November 2004

SOA relief for planners imminent

Relief from burdensome Statement of Advice (SOA) requirements for planners who provide direct equity advice could be imminent, with the Financial Planning Association (FP...

Accounting

23 November 2004

Bad accountant sentenced to four years jail

A former Queensland accountant has been sentenced to four years jail after pleading guilty to nine charges of dishonestly using client monies following an investigation b...

Financial planning

23 November 2004

IWL takes an interest in Rivkin

Rivkin Financial Services may have a saviour in sight with IWL shelling out more than $2.5million to take a 10 per cent stake in the embattled group founded by disgraced ...

Financial planning

22 November 2004

AMP rethinks manager line-up

AMP Financial Services has re-jigged the investment management line up for its major super and retirement platforms....

Financial planning

22 November 2004

Active managers struggle to outperform

Less than half of active investment managers that outperform over a three year period will be able to match the result over a subsequent period, according to a new resear...

Financial planning

22 November 2004

IOOF takes Outscope to market

IOOF has made an aggressive bid for a share of the administration market, renaming its in-house back office subsidiary Australian Financial Planning Network as OutScope a...

Financial planning

21 November 2004

Super funds unite to tackle literacy

Three giants of the superannuation industry have combined in a bid to tackle the ongoing issue of financial illiteracy after conducting research that found almost 60 per ...

Financial planning

18 November 2004

ASFA accuses Govt of “watering down” choice

The Association of Superannuation Funds of Australia has picked up where it left off prior to the Federal Election and is back on the lobby trail appealing for the re-ins...