Julie Bennett

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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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