Julie Bennett

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Ranking fourth in the Money Management Fastest Growing Dealer Groups Survey, ANZ Personal Advisory Services had grown the number of planners in the group in the year endi...

In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....

Australian Liberal Party Senator John Watson has backed away from comments he made two weeks ago in which he said he hoped financial planners would one day become superfl...

As the end of the financial year approaches, Julie Bennett looks at how well advisers think traditional tax planning strategies stack up this year....

InvestorWeb Research has named the managers it considers worthy of receiving its six star ratings and at the head of the pack is UBS Global Asset management (GAM) which h...

APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....

The Australian Securities and Investments Commission (ASIC) has lifted the interim stop order placed on Absolute Capital’s Yield Strategies Fund on Tuesday....

If we thought we had problems in Australia, they pale in comparison to those besetting the financial planning industry in Canada. Julie Bennett and Lucie Beaman report....

UBS Global Asset Management has been named the InvestorWeb Research Six Star Fund Manager, 2003. InvestorWeb gave the group line honours for demonstrating broad strengths...

Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 1 day ago
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