Barbara Messer

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Financial planning

16 Oct

Advisers hit PS 146 off-ramp

Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...

Financial planning

26 Sep

Connecting all the dots at Matrix

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Financial planning

17 Sep

Parsons steps down at Invesco

MICHAEL Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....

Financial planning

12 Sep

Golden handcuffs free planners to go it alone

Two years on since the deals were struck, ‘golden handcuff’ incentive payouts to keep staff on board are drawing to a close, re-highlighting the challenge companies face ...

Financial planning

12 Sep

Bridges office makes a break for independence

The Perth office of the Bridges dealer group is tipped to be striking a deal to gain an independent operating licence, though the branch is expected to retain a relations...

Financial planning

12 Sep

IFAs to dominate UK retail market

Independent financial advisors (IFAs) in Britain are set to snatch more than 50 per cent of the local retail funds management market by 2006, in spite of legislation to d...

Financial planning

11 Sep

Supercorp takes SuperViser II to market

Technology firm Supercorp has launched an administration system called SuperVisor II, which it developed in conjunction with boutique dealer group Fiducian Group, to a wi...

Financial planning

05 Sep

Massive reshuffle at AMP

AMP has reshuffled its senior management team following the departure of chief financial officer Marc de Cure, who leaves the company in a few months after a brief transi...

Financial planning

04 Sep

BT investors to win from Westpac acquisition

Westpac’s acquisition of BT Financial Group should be a minor boon to investors with BT Funds Management (BTFM), but investors at Sagitta Wealth Management could face a p...

Financial planning

03 Sep

OFM a winner as a listed investment firm

OFM Investment Group has reported higher than expected year-end net profits, which were 9.2 per cent higher than forecast when the group listed on the Australian Stock Ex...