Ross Kelly

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Financial planning

28 September 2004

AMP Financial Planning, as of next year, will demand its more than 1,000 authorised representatives sit an annual exam before they can continue practicing under the banne...

Financial planning

23 September 2004

Rapid Ratings wins Lehman Bros contract

Corporate credit and equity risk rating agency Rapid Ratings has won a lucrative contract to provide global investment bank Lehman Brothers with independent equity resear...

Financial planning

15 September 2004

Planners give platform providers a poor wrap

The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...

Financial planning

14 September 2004

TAPS start to flood market

Three more fund managers - Zurich, Credit Suisse Asset Management and Asgard - have rolled out Term Allocated Pension products just in time for government legislation all...

Financial planning

9 September 2004

Hatfield steps down as AIMA chair

The peak industry body representing hedge funds in Australia, the Alternative Investment Management Association has appointed a new chairman with Vertex Capital Manageme...

Financial planning

6 September 2004

Investors upbeat but advisers not so sure

Investors are more optimistic than financial advisers on future share market performance according to a joint Australian Investors Association and Adviser Ratings survey....

Financial planning

1 September 2004

Navigator launch adds to flood of TAPs

Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...

Financial planning

24 August 2004

NAB brings new blood on board

National Australia Bank has added four new non-executive directors to its board only days after signing up two new executive directors....

Financial planning

19 August 2004

Zurich braces for ‘Hurricane Charley’ fall-out

Switzerland-based insurance company Zurich Financial Services has nearly doubled its net income for the first half of 2004 pinning the rise on higher premium income, lowe...

Financial planning

12 August 2004

Raising the equity stakes

Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....