Ross Kelly

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Financial planning

16 November 2005

Watchdog sounds mortgage broker crackdown

Rising investor interest and media hype surrounding equity release products, exacerbated by the recent collapse of a company spruiked by swimming legend Dawn Fraser, have...

Financial planning

15 November 2005

Coin endorsed by planners

Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...

Financial planning

15 November 2005

Macquarie makes another half billion

As predicted, investment banking and funds management giant Macquarie Bank has raked in another bumper profit of close to half a billion dollars, largely underpinned by a...

Financial planning

10 November 2005

AMPFP starts major advice revamp

Advisers with Australia’s largest dealer group, AMP Financial Planning, will be expected to offer clients new generic advice packages designed by AMP management by the en...

Financial planning

9 November 2005

Challenger sells Synergy to ING

A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...

Financial planning

9 November 2005

Gore warns against super short-termism

Former US Vice-President Al Gore has urged Australian superannuation fund trustees to avoid short-termism when assessing investment strategies....

Funds management

8 November 2005

Keating recommends yield and bonds in 2006

Bonds and high yielding investments will be the place to be by the end of the decade, according to former Prime Minister Paul Keating who warned investors that the “great...

Financial planning

7 November 2005

Zenith lists top global funds

Boutique research house Zenith has put out a review of Australia’s international equities funds, with Macquarie and AWFM Davis coming out on top....

Financial planning

7 November 2005

Macquarie buys into Virgin Money

An ever-acquisitive Macquarie Bank has taken a piece of Virgin Money Australia, the Richard Branson-backed operation responsible for Virgin Super and the Virgin credit ca...

Financial planning

6 November 2005

Future fund may be internally managed

The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...