Fiona Moore

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Financial planning

17 Jan

Planners face new hurdles in 2002

Another year, another clean slate? Not quite. Legislative overhang from 2001 is set to frame the trials and tribulations of the year ahead as the financial planning indus...

Financial planning

17 Jan

MLC changes distribution model

MLC will use intermediaries to distribute MLC Corporate Solutions rather than going direct to market as it has done in the past....

Financial planning

17 Jan

Rothschild loses a star but hopes to gain an alliance

Morningstar Research has downgraded Rothschild Australia Asset Management (RAAM) from a four to a three star rating amid intense industry expectation of an announcement b...

Financial planning

17 Jan

ASIC moves against operators

In the first week of January ASIC has banned one financial adviser for a year and another two investment advisers for life, reconfirming its commitment in 2002 to protect...

Financial planning

17 Jan

The road to plenty?

By virtue of their role, the heads of dealer groups have access to a unique view of the financial services landscape, especially the area relating to financial planning a...

Financial planning

16 Jan

Van Eyk not toeing the line on Rothschild rating

Van Eyk Research has placed a hold on Rothschild Australian Asset Management’s (RAAM) International Equities fund, going against decisions earlier in the week by both Ass...

Financial planning

14 Jan

Aussie takes top job at UBS

After just three months in the number two job, UBS Asset Management has promoted Australian John Fraser to the position of global chief executive officer....

Financial planning

12 Dec

ASIC gets real with forecasters

The Australian Securities and Investments Commission (ASIC) is cracking down on the practice of tenuous financial forecasting, with the release of a draft policy statemen...

Financial planning

10 Dec

ASSIRT puts ING on hold

Assirt Research has placed ING Investment Management’s small caps product on hold following the departure last week of ING’s two key small cap specialists....

Financial planning

07 Dec

AMP kicks off virtual planning service

AMP has launched Australia’s first on-line financial planning service, My Plan, catering for both the do it yourself (DIY) market and financial planners....