Julie Bennett

News by this author

Ranking fourth in the Money Management Fastest Growing Dealer Groups Survey, ANZ Personal Advisory Services had grown the number of planners in the group in the year endi...

In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....

Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...

As the end of the financial year approaches, Julie Bennett looks at how well advisers think traditional tax planning strategies stack up this year....

InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...

APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....

The Australian Securities and Investments Commission (ASIC) has lifted the interim stop order placed on Absolute Capital’s Yield Strategies Fund on Tuesday....

If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....

22 May 2003

UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...

14 May 2003

Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Time to Go

I really can't see how getting rid of the safeguards with no other changes achieves anything at all. We're still the ea...

1 day 19 hours ago
Rob

Nowhere else in the world do innocent bystanders have to pay for the losses incurred to investors due to failed business...

1 day 22 hours ago
Time to Go

Yet everything states profitability is much higher in a larger practice. As a smaller planning practice it is a hard sl...

3 days 15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago