Ross Kelly

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Financial planning

3 March 2005

ING’s OptiMix multimanager funds have scored a ‘recommended’ rating from research house Lonsec, mainly in light of top quartile returns and successful tactical asset allo...

Financial planning

2 March 2005

Planner indemnity costs plummet

Professional indemnity insurance premiums for financial planners decreased by around 12.5 per cent in 2004 and are set to remain reasonably stable despite the impending i...

Financial planning

2 March 2005

Advisers get better deal out of dealers: survey

Financial Planners today are happier with the level of service provided by their dealership. More specifically, they are happier with the amount of professional indemnity...

Financial planning

2 March 2005

Asia to shine, but US and Europe lack polish

Asian markets like Japan, Korea, Singapore and Taiwan will outperform in 2005 as opposed to Europe and the United States, while the Chinese market will grow by seven per ...

Financial planning

2 March 2005

Aussie boutiques to manage new Macquarie funds

Macquarie Bank has signed letters of intent with two Australian boutique fund mangers as part of a series of exclusive distribution deals that will trigger the release a ...

Financial planning

28 February 2005

MFS takes control of BreakFree

Specialist property fund manager MFS today announced that it had taken a controlling stake in listed resort and holidays group BreakFree while announcing it’s desire to c...

Financial planning

28 February 2005

Grown-up plans for small dealers

You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...

Financial planning

28 February 2005

Dealers blame FSR for fall in numbers

The country’s largest dealer groups lost the most financial planners in 2004 and according to most of them, Financial Services Reform was to blame....

Financial planning

24 February 2005

Planners, media tie in stock tip stakes

Australians own more shares directly than anyone else in the world but are as likely to get stock tips from a newspaper as from a financial planner, according to a study ...

Financial planning

23 February 2005

FPA to reach out to consumers

Getting the public to understand the benefits of financial planning, boosting the reputation of the Certified Financial Planning (CFP) designation and improving communica...