Ross Kelly

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Financial planning

30 March 2006

ING Australia and its aligned financial planning groups have experienced a growth spurt in planners, but overall financial performance for 2005 was disappointing....

Financial planning

28 March 2006

Ipac expands in the south

Axa will expand its advice footprint by purchasing, through its ipac dealership, equity stakes held by advisers in South Australian-based independent business Portfolio P...

Financial planning

23 March 2006

Cash back as Glebe shut down

Investors in Glebe Asset Management will have their funds paid out to them after the ethical investment manager, which put itself up for sale last October, failed to find...

Financial planning

22 March 2006

Newcomer to planner software space

Another desktop advisory software provider has entered the financial planning arena after signing a contract with a mid-sized, Sydney-based independent dealer group to he...

Financial planning

20 March 2006

Illegal Wattle scheme resurfaces

The Wattle scheme that robbed nearly 3,000 Australians of $200 million has reappeared, with a lawyer in Britain making bogus claims that he has recovered some of the lost...

Financial planning

19 March 2006

Poor bond yields mark tough times ahead

Current poor returns from the bond market could signal Australia once again plunging into a recession according to research house Standard & Poor’s....

Financial planning

16 March 2006

AMP flags conflicts audit

Australia’s biggest dealer group, AMP Financial Planning, has endorsed the Financial Planning Association’s principles on conflicts of interest by forming a taskforce to ...

Funds management

16 March 2006

CFS property rebuilds with UBS bricks

Research house Morningstar has not lifted its ‘avoid’ rating on Colonial First States’ global property securities fund, despite the Commonwealth Bank-owned fund manager a...

Financial planning

15 March 2006

Consolidation around the corner: Ausbil

The wealth management industry is ripe for consolidation according to fund manager Ausbil Dexia, who also predicted that the strong returns on the Australian market would...

Financial planning

14 March 2006

Reputation king in booming margin loan market

Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....