Ben Abbott

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Financial planning

29 Aug

Not happy with the financial planning software available on the market? Take a leaf out of Infocus’ book and build your own. Ben Abbott reports....

Financial planning

29 Aug

Investors warned of chasing performance perils

The risks of chasing fund manager performance have been highlighted by the revelation in a new study that top-performing retail share funds one year invariably have lackl...

Financial planning

28 Aug

Syscorp signs Advent users

Financial planning software provider Syscorp has signed a deal with US-based Advent Software to provide local client support and consulting to the global group’s Australi...

Financial planning

28 Aug

CPAA questions adviser super skills

Clients may be facing “poorer” and “fragmented” advice on superannuation fund structures under the Financial Services Reform Act (FSRA) if accountants are unable to give ...

Financial planning

28 Aug

China outpaces Hong Kong fund market

China’s fledgling asset management marketplace will eclipse the more established Hong Kong market in size by the end of the year when it will boast US$26.7 billion in ret...

Funds management

28 Aug

BT brings property back into the fold

BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...

Financial planning

27 Aug

AFA slates risk committee critics

The Association of Financial Advisers (AFA) has reacted to industry criticism of the findings of the Joint Parliamentary Committee on Corporations and Financial Services ...

Financial planning

26 Aug

Iress looks forward through Xplan

Sharemarket information system provider Iress is continuing its foray into the wealth management market after completing the integration of financial planning software fi...

Financial planning

25 Aug

Netwealth joins risk product bandwagon

Master trust provider Netwealth has added a life insurance product to the range it has available through its Superannuation Master Fund, joining what seems to be a growin...

Financial planning

25 Aug

Ausbil founder ends boutique love affair

One of Ausbil Dexia’s five original founders, Winston Sammut, has sold his 8 per cent stake in the boutique firm to its joint venture partner, Dexia Asset Management (Dex...