Ross Kelly

's social profiles:

News by this author

Financial planning

1 February 2006

RetireInvest chief executive George Haramis has resigned from his post citing family commitments. He will officially depart the head role at the ING owned dealer group in...

Funds management

31 January 2006

Adopting the boutique formula

While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....

Financial planning

31 January 2006

Walk-in planning shops for CBA branches

The Commonwealth Bank has constructed a separate, walk-in investment management section in its Bondi Junction branch, in the hope of attracting more bank clients to its w...

Funds management

31 January 2006

Macquarie flags global property IPO

Macquarie Bank has signed an American fund manager that invests in global property securities to the fifth instalment of its Professional Series....

Financial planning

30 January 2006

ATO concerned by ‘DIY super’ label

The ATO has expressed concern at the continuing use of the term ‘do-it-yourself super’ when referring to self-managed superannuation arguing that it can conjure up inappr...

Financial planning

30 January 2006

CFS quant venture with Acadian goes retail

Australian equities funds available through Colonial First State’s joint venture with US-based asset managers Acadian will be offered to Australian retail investors for t...

Financial planning

29 January 2006

Fiducian ends 2005 on a high

One of the five listed independent financial planning firms, Fiducian Portfolio Services, enjoyed a positive end to 2005, posting a healthy half-year profit and expanding...

Financial planning

26 January 2006

Super switchers bypass planners

In further proof that choice of fund was no more than a flash in the pan for advisers, a new survey has found just a third of the very few people who switched funds and s...

Financial planning

24 January 2006

Conflicts officer needed for planning practices

Planning practices have been urged by the Financial Planing Association (FPA) to appoint a ‘conflicts officer’ in order to comply with new regulations, but the associatio...

Financial planning

24 January 2006

FPA adds ethics to fast-tracked CFP

Post graduate degree qualified people will no longer be able to gain an exemption from four out of the five units that must be obtained to receive the Certified Financial...