Ross Kelly

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Financial planning

26 July 2005

Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....

Financial planning

26 July 2005

Government issues SOA relief

Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...

Financial planning

26 July 2005

More adviser support at AMP

AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....

Financial planning

26 July 2005

Standard choice form and guide is in the post

As part of its effort to adequately educate employers on choice of fund, the Federal Government has started the mammoth task of dishing out a print version of its officia...

Financial planning

25 July 2005

Minto climbs to top of Tower

Trans-Tasman financial services group Tower has announced its managing director, Keith Taylor, will relinquish his role of steering the group later this month to Tower Au...

Financial planning

25 July 2005

Women’s finance needs ignored - Govt

A fear that women are being left out of the push to raise retirement incomes has prompted one state government to take action...

Financial planning

24 July 2005

Australia added to global menu

Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...

Financial planning

20 July 2005

New brand awareness for institutions

Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...

Financial planning

17 July 2005

Challenger to list infrastructure fund

Kerry Packer-backed fund manager Challenger Financial Services will tap into soon-to-be retiring baby boomers’ thirst for yield, by listing its own infrastructure fund on...

Financial planning

17 July 2005

B&B announces executive restructure

The top job at Babcock & Brown Infrastructure will be handed over in August to Steve Boulton, the chief executive of Kiwi gas and electricity giant Powerco....