Julie Bennett

News by this author

Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...

Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....

Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...

Melbourne based financial planner and past Financial Planning Association (FPA) chair, John Hewison launched an attack on managed funds at the Certified Financial Planner...

If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....

13 April 2003

Financial planning businesses are still selling for big money, but there are pitfalls for both the buyer and seller. Julie Bennett reports....

AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....

16 March 2003

Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...

The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....

19 February 2003

Lumley Life has won the inaugural Money Management/Dexx&r Risk House of the Year Award....

 

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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 4 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 7 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 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