Julie Bennett

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Financial planning

20 Feb

Line Honours for Lumley

Lumley Life has won the inaugural Money Management/Dexx&r Risk House of the Year Award....

Financial planning

18 Feb

The noble planner?

Robert Wagner is an American CFP with a vision. He foresees financial planning becoming the most important and professional industry in the world. Julie Bennett reports....

Financial planning

03 Feb

Who really cares about the client?

In the bitter and largely ridiculous war that continues to wage between dealer groups and advisers over client ownership, some industry players could be accused of forget...

Financial planning

28 Jan

Watts takes on new role at Macquarie

After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...

Financial planning

29 Nov

Prugue quits van Eyk for Lazard

Rob Prugue has resigned from his position as director and head of asset consulting with van Eyk Research to take on the role of senior executive with Lazard Asset Managem...

Financial planning

18 Nov

Most Influential: Ken Breakspear

CHIEF executive officer of the Financial Planning Association (FPA), Ken Breakspear, has twice won a place on Money Management’s list of Most Influential people....

Financial planning

18 Nov

Most Influential: Pauline Vamos

Pauline Vamos is pleased to have won the title of most influential person of the year in financial services - not so much for herself, but because she represents the Aust...

Financial planning

08 Nov

…and warns of strife over privacy

AUSTRALIAN Securities and Investments Commission (ASIC) director Pauline Vamos has warned a high number of advisers are beginning to complain that dealer groups are misus...