Carmen Watts

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Financial planning

08 Jun

Long-serving Promina Group chief financial officer Harold Bentley is to retire, and will be replaced by the chief executive of Promina’s subsidiary, Vero Australia, Dunca...

Financial planning

08 Jun

Super funds accept planning as integral offering

The superannuation industry is embracing financial planning as an integral offering for members, but has strongly rejected a commission-based fee model....

Financial planning

07 Jun

Product rationalisation formula mooted

Key elements of the financial services industry, including IFSA, have been negotiating with the Australian Consumers’ Association in a bid to develop a mutually acceptabl...

Financial planning

07 Jun

Challenger extends manager line-up

Challenger Financial Services has extended the range of managers within its Custom Choice Boutique Australian Share Portfolio....

Financial planning

18 Jan

How to value a financial planning practice

How to value a financial planning practice? Read this article to get better insight into the financial planning business valuation process in Australia....

Financial planning

18 Jan

Striking out on your own

In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....

Financial planning

18 Jan

BT: Don’t forget to diversify

So you have a million dollars to invest. Let’s start by making some general assumptions; you own the property you live in, have no outstanding debts, you’re under 50-year...

Financial planning

13 Jan

Top 10 most influential, 2004: Peter Kell – the face of consumers

Peter Kell is the face of the wave of consumerism that has washed over the financial planning industry...

Financial planning

13 Jan

Top 10 most influential, 2004: Ones to watch

Web Abstract long compulsory...

Financial planning

13 Jan

(20-Jan-2005) Process before personality at MIR

What do you get when you cross the founder of the Asia-Pacific branch of one of the most successful fund managers in the Australian wholesale investment industry, a profe...