Ross Kelly

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Superannuation

20 Oct

As fears continue to simmer that many financial planners are ill equipped to deal with the requirements of providing advice on self-managed superannuation funds (SMSF), l...

Superannuation

19 Oct

Count tallies top retiree mistakes

Cashing out a lump sum payment to live like a king for a day, not bothering to visit a financial planner prior to retiring, and ploughing into investment markets without ...

Financial planning

19 Oct

Merrill Lynch makes small/mid cap foray

Merrill Lynch Investment Managers today launched its third Australian equities fund, which will invest in a combination of small, mid and large caps stocks....

Financial planning

18 Oct

Active managers struggling says SSgA

As Australian superannuation fund trustees look for ways of extracting even better returns for members, State Street Global Advisers has issued a sobering assessment of i...

Financial planning

18 Oct

Bridges SOA audit demanded despite earlier clean-up

The corporate regulator is standing by its decision to ask Bridges Financial Planning to conduct an external audit of its compliance procedures, despite claims by Bridges...

Financial planning

14 Oct

Likely super switchers decide to stay put

A remarkable number of consumers who flagged they would switch superannuation funds in June, just before the onset of choice, have since changed their minds and decided t...

Financial planning

13 Oct

Babcock denies planning push

Babcock and Brown has denied a desire to make a major play into Australia’s financial planning distribution channels was behind its decision last week to significantly in...

Financial planning

12 Oct

Macquarie offers third externally managed fund

London-based managed futures adviser Winton Capital has become the third manager to be added to a series of exclusive retail distribution deals with external managers by ...

Financial planning

11 Oct

Deutsche takes stake in Wilson HTM

Stockbroking and financial planning firm Wilson HTM has entered into a partnership with funds management giant Deutsche Bank, which has taken a 19.9 per cent stake in the...

Financial planning

11 Oct

AMP’s Dunn elected IFSA chair

AMP Financial Services managing director Craig Dunn and Colonial First State chief executive John Pearce have been promoted to the roles of chair and deputy chair of the ...