30 August 2007 | Another Victorian-based firm joins Best Advice Project network.
8 February 2001 | While the announcement of rate cuts yesterday by the Reserve Bank of Australia was good news for home-owners, the Financial Planning Association (FPA) believes it is bad news for self-funded retirees on a fixed income.
26 October 2000 | No. At this stage I’m not comfortable with the non-accessibility to funds.
I understand there is going to be something listed on the stock exchange that will allow trading of syndicates, and if that is the case then I would.
26 October 2000 | No. At this stage I’m not comfortable with the non-accessibility to funds.
I understand there is going to be something listed on the stock exchange that will allow trading of syndicates, and if that is the case then I would.
2 March 2000 | “I originally wanted to call this “The Bear Facts and Bull Sheet”, but decided not to.”
Melbourne University boffin Geoff Ballard mixes his animal methaphors.
20 January 2000 | Writs were served on the three proposed Consolidated Financial Services (CFS) directors just before Christmas, claiming unlimited damages over a number of issues
28 October 1999 | “How do you determine a client's risk profile?”
30 September 1999 | Last week Money Management helped snatch victory in a FPA debate on whether planners were ready for the next century.
27 May 1999 | On almost this exact day three years ago, Money Management reported a mass exodus from senior executives within the financial services in-dustry, as seats shuffled at a number of leading dealer groups.
In May 1996, Kevin Wyld left Bain Financial Planning; Kevin Bailey departed The Money Managers; and Tony Fenning stepped down from the top job at Godfrey Pembroke.
At the time, the moves signalled a changing of the guard. It was a tumultuous time for the industry as associations and companies re
29 April 1999 | An ambitious financial planning co-operative has hit a snag, with directors wrangling over control of the group.
10 April 1999 | Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the recent Zurich World Research Tour.
4 March 1999 | A high profile can open many doors for financial planners in terms of quality client leads, retaining clients and building a better business. But as Julia Newbould found out, it is not just a matter of getting your face on the box or name in the papers.