Ross Kelly

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Financial planning

12 May

ASIC satisfies most requests for FSR relief

Claiming to have no knowledge of the existence of Financial Services Reform, applying for a financial services license just days before the new regime was due to kick in ...

Financial planning

04 May

Smaller FSGs permitted by ASIC

The paperwork burden of financial advisers was lightened late yesterday by the corporate watchdog, who gave advisers the OK to produce Financial Services Guides more tail...

Financial planning

03 May

BIAM’s loss is Bernstein’s gain

In another blow for Bank of Ireland Asset Management, they have been dumped by BT Financial Group as manager of its Partner International Value Fund to be replaced by a d...

Financial planning

29 Apr

Global markets underestimated

International equities, across all geographical locations, will be the big performers in 2005 according to Perpetual’s Brigette Leckie, who said that some world markets a...

Financial planning

28 Apr

No SOA? ASIC says you’ll pay

The chairman of the Australian Securities and Investment Commission, Jeffrey Lucy, has given a strong warning to financial planners that failure to comply with choice of ...

Financial planning

28 Apr

International small caps due for a downturn

Australian investors should underweight their allocation to small cap international equities to no more than 5 per cent of their portfolio, despite small caps outperformi...

Financial planning

19 Apr

Fake regulators conning Aussie investors

Fake websites set up by phoney international regulators are duping Australian investors into buying shares from dodgy offshore stockbrokers....

Funds management

18 Apr

Tougher property investment laws needed: FPA

The Financial Planning Association is calling for real estate agents to operate under a national regulatory regime that it hopes will help put a stop to investors being b...

Financial planning

12 Apr

Rivkin Financial may change name to Scarborough

Changing its name to Scarborough Equities Limited and selling Avcol Stockbroking to IWL for a profit, are two of the big resolutions that the board of Rivkin Financial Se...

Financial planning

06 Apr

Clients ‘duped’ by planners: Virgin

Colourful British billionaire Richard Branson’s Virgin group has blasted Australian financial planners as self-interested and greedy while yesterday revealing that it wou...