Barbara Messer

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Financial planning

22 Aug

Avenue leads Oasis towards further growth

Oasis Asset Management has struck its sixth client deal, with Avenue Asset Management becoming the latest firm to sign up for its customised financial planning products....

Financial planning

22 Aug

AMP reports disappointing first half

AMP Financial Services has reported a steady but ‘soft’ performance for the first half of 2002, reflecting lower cash flow figures as a result of poor investment market c...

Financial planning

21 Aug

Lonsdale recommends IOOF -- for now

IOOF Investment Manager and its subsidiary Perennial will need to make significant investments in growing staff numbers and infrastructure if they want to establish thems...

Financial planning

21 Aug

Investor Group tackles Sydney market with latest acquisition

Investor Group will forge ahead with plans to make Prescott a nationally recognised financial planning brand and penetrate the financial planning market in all Australian...

Financial planning

19 Aug

Smaller players shine through in Assirt report

Some of the smaller players in the funds management business are recording the most impressive growth in fund inflows, with the latest market share report from Assirt sho...

Financial planning

15 Aug

Complaints against advisers soar

THE number of complaints lodged against planners has risen dramatically over the last year, with inappropriate advice the most common complaint....

Financial planning

15 Aug

FSRA web wider than many think

THE Australian Securities and Investments Commission’s (ASIC) licensing web will snare a growing number of unsuspecting professionals employed outside the realm of financ...

Financial planning

15 Aug

DPM offers equity to lure planners

Diversified Portfolio Managers (DPM) will offer equity to participating dealerships in a bid to create a network of financial planners and open its dealer group to the wi...

Financial planning

14 Aug

FPA pushes for legislation to end PI crisis

The Financial Planning Association (FPA) wants to see legislation for a national professional standards act put in place to solve the current professional indemnity (PI) ...