Rebecca Evans

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Financial planning

18 Nov

Product News – 18 November 2004

MLC will add four new multi-manager ‘style’ funds to its wholesale offer, the MLC Investment Trust....

Financial planning

18 Nov

Industry wrapped by strong funds growth

The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....

Financial planning

17 Nov

Tribeca picks up ICAA training provider

The buying spree at Tribeca Learning continues with the group announcing its third acquisition this month, entering into a heads of agreement to acquire Institute of Char...

Life/Risk

17 Nov

Banks dominate rising risk insurance market

Bank backed providers Colonial and MLC continue to lead the new risk business race, but Prefsure - the subsidiary of South African insurance giant Capital Alliance Holdin...

Financial planning

15 Nov

KPMG joins FPA troop

The advisory offshoot of professional services giant KPMG has joined the Financial Planning Association as a principal member, an addition which chief executive Kerrie Ke...

Financial planning

15 Nov

ACA denies “shadow shopper” survey discredited

The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...

Financial planning

15 Nov

NAB planners grow revenue, referrals

The National Australia Bank’s branch based financial planning arm has attributed a jump in revenue and referrals to what it says is a move away from product push and towa...

Financial planning

15 Nov

FPA election: how the west planner won

Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...

Financial planning

15 Nov

Aust Unity advice seizes Grand prospect

Australian Unity will accelerate its campaign to build its financial planning business in New South Wales after announcing merger plans with Grand United Friendly Society...

Funds management

15 Nov

Credit Unions look to wealth management

Building societies and credit unions continue to enjoy strong growth and high profitability, despite operating in a cooling market, with KPMG suggesting wealth management...