Ben Abbott

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Financial planning

20 Feb

UK leads fragmented European advice market

The market for financial advice in Europe is highly fragmented according to a report by independent market analyst Datamonitor, with the UK leading the way in the indepen...

Financial planning

20 Feb

Assirt warns of ‘severe consequences’ for managers

A decline in total assets under management in Australia as well as continuing weak fund inflows is creating a situation Assirt believes could have “severe consequences” f...

Financial planning

20 Feb

Surcharge net gets its catch

The Association of Superannuation Funds of Australia (ASFA) has claimed the superannuation surcharge is now affecting 10 per cent of the workforce each year....

Financial planning

20 Feb

InvestorWeb shuffles ratings in global sector review

InvestorWeb Research has dropped AMP, Perpetual (Fidelity) and Invesco from its international share manager recommended list in its latest review of the sector....

Financial planning

19 Feb

Assirt downgrades CFS after staff exodus

Assirt has downgraded Colonial First State’s (CFS) business management rating from ‘Strong’ to ‘Competent’ on the back of a spate of recent departures from the group....

Financial planning

18 Feb

World equity assets drop on back of poor markets

Worldwide equity fund assets declined by 8.1 per cent to US$4.82 trillion in the June quarter of 2002, a result the Worldwide Mutual Fund Assets and Flows Survey says ref...

Financial planning

18 Feb

Success Forum 2002: It’s all about balance

While delegates to this year’s Financial Planning Association (FPA) annual convention might be expecting to put their feet up and relax, organisers have other ideas. Ben ...

Financial planning

18 Feb

From the CEO

The Success Forum Australia 2002 program explores current trends and future directions for financial planning both in Australia and overseas. This year’s convention also ...

Financial planning

18 Feb

International surge lets growth get one over value

In a complete reversal of prevailing investment trends, international shares are on the rebound and growth managers have come back against value managers, according to th...

Financial planning

18 Feb

PIS to expand as US joint venture deal fails

Professional Investment Services (PIS) has seen its plan to buy 50 per cent of a US dealer group fall through after negotiations faltered during the due diligence process...