Ross Kelly

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Financial planning

7 September 2005

We’re nobody’s puppet: AIA slammed for FPA-bashing

The FPA has denounced harsh criticism of its highly anticipated $3 million advertising campaign by the AIA as hastily constructed, ill-informed and biased....

Financial planning

7 September 2005

Deutche, Platinum, Bernstein shine in super shuffle

Deutsche Asset Management, Platinum Asset Management and Alliance Bernstein have made some hard ground on the industry superannuation playing field, while Fidelity Invest...

Financial planning

7 September 2005

CBA turns Coin dispenser

Coin Software has put the official seal on the long anticipated deal to roll out its desktop financial planning tools to the Commonwealth Bank’s 3,000 plus adviser networ...

Financial planning

7 September 2005

Perpetual global praised despite early performance hurdles

All the trouble Perpetual Investments went to set up its Dublin-based international share fund looks to be paying off, with three Australian research houses slapping a st...

Financial planning

6 September 2005

Please explain: FPA seeks answers over ASIC comments?

A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...

Financial planning

6 September 2005

CFS Australian equites funds put ‘on hold’

Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...

Funds management

5 September 2005

Perpetual to buy-out property partner

A day after it enlisted Deutsche Bank’s property team, Perpetual has underscored its commitment to focus more heavily on the real estate sector with news that it will buy...

Financial planning

28 August 2005

Five FinWiz planners NABed

National Australia Bank-owned Garvan Financial Planning has attracted a five adviser strong business away from Commonwealth Bank-owned Financial Wisdom....

Financial planning

24 August 2005

DIY diploma – a schoolyard brawl

Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...