Rebecca Evans

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Financial planning

14 November 2004

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

10 November 2004

ING shuffles executive pack

ING Australia has created four new business units and restructured its executive line-up as part of a strategy to better capitalise on its major distribution channels....

Financial planning

10 November 2004

Plagued by paperwork

Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...

Financial planning

10 November 2004

The gain and pain raffle

You can win some pretty nifty prizes at raffles held at industry functions, but the booty up for grabs at a recent IFSA shindig takes the cake, literally....

Financial planning

10 November 2004

Industry crackdown lays payments bare

A double barrelled attack has been unleashed by the Financial Planning Association and Investment and Financial Services Association enforcing tough new guidelines on pay...

Financial planning

7 November 2004

AXA advice inflows buoyed by acquisition

AXA Australia’s advice business has posted a 52 per cent surge in gross inflows for the nine months to September, while subsidiary dealer group ipac securities continues ...

Financial planning

4 November 2004

FPA/IFSA release disclosure guidance

The Financial Planning Association and the Investment and Financial Services Association, have released a finance industry guide on rebates and related payments....

Financial planning

4 November 2004

Melbourne planner sentenced to five years

A Melbourne financial planner has been sentenced to five years and three months jail after pleading guilty in the Victorian County Court to five counts of fraud relating ...

Financial planning

4 November 2004

Boffins confirm money makes us happy

Wealth equates to happiness, but low income earners get more of a kick out of increasing their bank balance than their rich counterparts according to research funded by A...

Financial planning

3 November 2004

Researchers targeted in conflict of interest crackdown

The relationship between product providers and research houses has appeared on the Australian Securities and Investments Commission’s (ASIC) radar with new anti-conflict ...