director

Financial planning

The Money Management Financial Planner of the Year for 2002, Robert Kiddell, has announced the merger of his practice with Traralgon-based boutique dealer, McMillan Finan...

Financial planning

Saxby Bridge wins appeal against ASIC ban

Saxby Bridge Financial Planning, ABS Securities and their director are back in business following a successful appeal against their ASIC ban....

People & Products

Head of RetireInvest stands down

The general manager of RetireInvest, David Phelan, will leave the group at the end of this week, bringing to a close nearly seven years with the group....

Funds management

Russell says no value in tactical asset allocation

The Russell Investment Group has claimed tactical asset allocation seldom adds value to diversified portfolios and investors who time the market and tilt portfolios to fa...

Financial planning

New boss to bridge BT/ Westpac adviser gap

Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....

Financial planning

Mullens helps keep Madison on the move

Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....

Financial planning

ASX drops FundConnect project

The Australian Stock Exchange (ASX) has dropped its plans to develop FundConnect, its version of a managed funds transaction hub saying the return on investment was uncer...

Financial planning

UBS and Larum to go international

UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...

Financial planning

Where there’s a will, there’s a way to do business

At a time when advisers are under pressure because of negative returns, Jack Houwing and Mike Fitzpatrick argue that estate planning presents a business development oppor...

People & Products

Centrestone focuses on client service with new appointment

Boutique financial planning group Centrestone Wealth Advisory has appointed ex-AMP executive Robyn Clubb as an associate adviser and to assist senior adviser Bruce Christ...

Financial planning

S&P launch adds to industry rating congestion

International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...

Editorial

Crops for the picking for Rural Funds Management

The skill of a boutique fund manager is to find a niche and perform well within that speciality. Rural Funds Management seems to have found such a niche, as John Wilkinso...

Financial planning

ASIC licence approvals climb to 700

Australian Securities and Investments Commission (ASIC) director financial services Ian Johnston says the regulator has already issued around 700 financial services licen...

Financial planning

AMP finalises Asgard e-wrap deal

AMP Australian Financial Services and Asgard yesterday concluded a deal agreed in May to utilise the latter’s e-wrap platform across all AMP dealer groups....

Financial planning

Lambert quashes Count PI concerns

Count Financial Services managing director Barry Lambert has strenuously denied claims the group operated without professional indemnity (PI) insurance cover after a numb...