Julie Bennett

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Financial planning

22 Jun

Banks will dominate distribution of financial services in the future due to their massive customer bases and strong brand awareness Westpac financial planning general ma...

Financial planning

22 Jun

Hewison takes the helm

Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....

Financial planning

21 Jun

Business as usual at IntegraTec

B4Bco’s decision to shelve its financial planning Web site finplan.com will have no affect on its training and development company IntegraTec....

Financial planning

19 Jun

McKenna resigns FPA post

Financial Planning Association (FPA) chief executive Michael McKenna is leaving office, 14 months short of his three year contract....

Financial planning

19 Jun

Merc strives for loyalty

Buying a large dealer group like RetireInvest is not all beer and skittles....

Financial planning

16 Jun

Challenger gets ethical

Challenger Portfolio Management is to become the latest group to jump on the ethical funds band wagon when it takes over management of the Tyndall Ethical Balanced Invest...

Financial planning

14 Jun

Ipac eyes off wealth accumulators

Ipac has developed a business model to help its planners and strategic partners service the wealth accumulator market....

Financial planning

08 Jun

Tax gaff: financial planners slugged with CGT

The financial services industry is battling CLERP6 legislation which could cost dealers, brokers and advisers hundreds of thousands of dollars each in CGT and stamp duty....

Financial planning

08 Jun

InvestorWeb buys Vision

After only four years of operation, Vision FPS (Vision) has sold to InvestorWeb for the princely sum of $15 million....

Financial planning

08 Jun

Ausbil moves closer to Dexia

Australia’s three-year old fund manager – Ausbil Partners - has changed its name to Ausbil Dexia to better reflect its links to European banking group Dexia....