Ross Kelly

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Financial planning

9 June 2005

Older Australians and those more educated about super choice are more likely to stay in their existing fund when the new regime is introduced, while the less informed are...

Financial planning

9 June 2005

Style uniformity increasing: van Eyk

Last year it was the rise of the boutiques, now uniformity of style has emerged as the trend to hit the funds management industry according to a fresh review of the Austr...

Financial planning

9 June 2005

Investor Group to take on Melbourne

In an attempt to replicate the scale of its Sydney business in its home town of Melbourne, listed financial planning and accountancy firm Investor Group has agreed to buy...

Financial planning

9 June 2005

ASIC extends super PDS deadline

Trustees of superannuation funds have been given an extra year by the corporate regulator to provide Product Disclosure Statements to members that are meant to detail dif...

Financial planning

5 June 2005

Ex-director steals millions

A former director of unlicensed Sydney financial services, Pegasus Leveraged Options Group, has plead guilty to stealing $2.1 million from clients....

Financial planning

29 May 2005

IWL fails to acquire JDV

IWL’s plan to take full control of rival online broker JDV has failed, after the deal was blocked by two of JDV’s major shareholders....

Financial planning

29 May 2005

ALP must not block surcharge Bill: ASFA

The Association of Superannuation Funds of Australia (ASFA) has called for smooth passage of the Bill to abolish the unpopular superannuation surcharge, which was introdu...

Financial planning

19 May 2005

A new generation of lifies

Today’s risk advisers are having a tough time replacing themselves. There are no hard figures to prove numbers are dwindling, but most in the industry accept there is a p...

Financial planning

17 May 2005

Irish move costs Perpetual $250m in FUM

Perpetual Investment’s decision to establish a Dublin-based in-house international equities office has cost them $250 million in funds under management, thanks to the clo...

Financial planning

15 May 2005

MIR’s star on the rise after outstanding performance

The Money Management Fund Manager of the Year Rising Star award has traditionally been reserved for smaller, up-and-coming fund managers that are expected to be the ones ...