Ross Kelly

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Financial planning

6 March 2006

IWL releases refreshed VisiPlan software

IWL has completed an upgrade of its VisiPlan advisory software on the same day the Genesys financial planning dealership announced that it was replacing it with Xplan....

Financial planning

5 March 2006

Genesys signs Xplan to replace VisiPlan

A desire to give its 400 financial planners access to a web-based service has prompted Genesys Wealth Advisers to sign Xplan and drop VisiPlan as its advisory software pr...

Financial planning

2 March 2006

Skandia acquired by South African

Swedish-owned platform provider Skandia has been acquired by South African financial services giant Old Mutual....

Financial planning

2 March 2006

Regulator questioned on adviser pay stance

The regulator’s position on adviser remuneration has been questioned by the Federal opposition, who have implied that the watchdog did not have an adequate understanding ...

People & Products

28 February 2006

New head for St George Private Bank

The head of St George Private Bank Nick Kalikajaros has been replaced by head of St George margin lending Andrew Black....

Financial planning

28 February 2006

Over 75 planners to be sued in Westpoint suits

Law firm Slater and Gordon will take legal action against between 75 and 100 financial planners on behalf of 2,000 investors who lost millions of dollars in schemes assoc...

Financial planning

28 February 2006

FPA conflicts principles complete

The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....

Financial planning

27 February 2006

Deakin to be shut down

Financial Planning group Deakin Financial Services will be closed on May 15, leaving close to 45 financial planners looking for a new home....

Policy & Regulation

27 February 2006

ASFA welcomes super tax review

ASFA has welcomed confirmation this morning that the Federal Government will ensure superannuation is included in its international benchmarking of the Australian taxatio...

Financial planning

26 February 2006

FPA acts on Westpoint complaints

The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....