Ben Abbott

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Financial planning

03 Oct

AMP’s newly minted CEO, Andrew Mohl, has claimed the financial services giant is not looking to exit the UK market following concerns the group’s UK based Pearl operation...

Financial planning

02 Oct

Global market turmoil leaves Aussie investors unshaken

Less than 18 per cent of Navigator investors have made major changes to their investment portfolios over the past 12 months despite turmoil on global markets....

Financial planning

01 Oct

Industry supports ASIC attack on performance figures

The industry has come out in support of an Australian Securities and Investments Commission (ASIC) recommendation that regulations surrounding the use of past performance...

Financial planning

30 Sep

Direct equity reporting part of the Strategy

A direct share trading facility has been introduced within the Strategy Portfolio Service, enabling financial advisers using the wrap account to include direct equity inv...

Financial planning

27 Sep

Danh Van ban: Westpac advisor gets life

The Australian Securities and Investment Commission (ASIC) has permanently banned a former Westpac proper authority holder from acting as an investment advisor or represe...

Financial planning

26 Sep

Mentor as anything: planners send clients to the shrink

A psychologist will be provided to clients of a new personal advisory company, Mentor, to increase advisor ability to make the right choice of investment for individual c...

Financial planning

26 Sep

Banks to spearhead Asian fund growth

Mutual fund assets in Asia, excluding Japan, are expected to grow to a figure of US$495 billion by 2006, up from US$252 billion at the end of 2001, according to a recent ...

Funds management

25 Sep

Advance gears up with OZ equities funds

Advance Funds Management will launch an Australian Geared Equity Fund and an Australian Smaller Companies Fund this week to capitalise on increasing market demand for per...

Financial planning

16 Sep

Two year’s jail for dishonest adviser

A former director of Freeman Hall Investment Services has been sentenced to a maximum of two years in jail after being convicted on two charges of failing to act honestly...