Ross Kelly

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Financial planning

12 July 2005

Privately owned Avenue Capital Management has attracted a central Sydney practice away from Godfrey Pembroke, as well as picking up a practice that is starting from scrat...

Financial planning

10 July 2005

DKN continues minor stake strategy

Listed planning business DKN Financial Group says its part acquisition of financial planning firm Goldsborough Financial Services for $2.35 million last Friday maintains ...

Financial planning

10 July 2005

Numbers add up for Count

Count Financial has reported a 36 per cent increase in funds under advice for 2004-05, despite a small reduction in its number of franchisees....

Financial planning

10 July 2005

Retail investors get cautious on capital markets

Financial planners and retail investors are supporting a wider range of capital market vehicles than ever, but are becoming more discerning in doing so, according to KPMG...

Financial planning

6 July 2005

New home for CBA’s Hong Kong planners

Financial planners who work for the Commonwealth Bank’s operations in Hong Kong will now operate under Canadian insurance company Sun Life....

Financial planning

5 July 2005

IFSA clashes with ICAA over performance standards

Differences in disclosure documents between major superannuation providers currently permitted by regulators and industry associations are making it too hard for investor...

Financial planning

4 July 2005

Multiplex goes on NZ supermarket binge

The funds management arm of real estate giant Multiplex has bought 11 supermarkets scattered around provincial New Zealand and in Auckland to add to the other 22 retail, ...

Financial planning

3 July 2005

ASIC wants breach reporting despite refinements

Even though the corporate regulator has allowed financial planners to contravene sections of the Financial Services Reform Act that are the subject of Government refineme...

Financial planning

29 June 2005

Orbis goes local to attract super funds

Several Australian superannuation funds are set to invest in Bermuda-based Orbis Investment Management’s new locally-based wholesale international equities fund, which wa...

Financial planning

28 June 2005

Crediting rates could be costly under choice

Members of superannuation funds that still use a credit rating approach to allocate investment earnings could suffer significant financial losses if they switch funds....