Ross Kelly

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Financial planning

20 January 2005

Consumers satisfied with planners: survey

Four out of every five people who consult a financial planner are satisfied with the advice they receive and most people who avoid seeing a financial planner do so becaus...

Financial planning

19 January 2005

MLC to woo planners with sweeteners

The National Australia Bank’s financial planning arm, MLC Advice Solutions, today dangled a series of carrots in front of independent advisers that it hopes will lure the...

Financial planning

17 January 2005

NAB restructure triggers MLC shuffle

The National Australia Bank’s wealth management business, MLC Australia, today announced a series of new appointments as part of the bank’s ongoing reorganisation of its ...

Financial planning

13 January 2005

Aust Unity flags expansion plans

The investment management arm of Australian Unity has flagged that it will expand its product range early in 2005, both through in-house development and possible joint ve...

Financial planning

11 January 2005

Diligence urged despite super returns

Australian growth orientated superannuation funds delivered the best returns for nine years in 2004, but the good times aren’t expected to keep on rolling according to In...

Financial planning

16 December 2004

Right on track

George Flack has been named Money Management’s Financial Planner of the Year for the second time in his career....

Financial planning

15 December 2004

Keep your eyes on the road ahead

ROSS KELLY reports on why chasing past fund returns is a backward strategy....

Superannuation

15 December 2004

Rules for retirement

Are your clients heading north? Owen Weeks explores why the great Australian exodus could spell disaster for retirees. ROSS KELLY investigates....

Financial planning

14 December 2004

Managers ramp-up spending pre-Choice

The upcoming implementation of choice of fund legislation is set to push corporate superannuation industry further into consolidation mode and will trigger an explosion i...

Financial planning

14 December 2004

Lonsdale launches own prac management tool

Lonsdale Financial Group has developed its own practice management programme that offers business planning, management and lifestyle advice to its associates....