Rebecca Evans

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News by this author

Financial planning

15 Oct

MLC subsidiary Plum Financial Services has filled the vacancy left by former boss Jane Cutler earlier this year with the internal appointment of acting managing director ...

Financial planning

14 Oct

ACA shadow shoppers got it wrong - survey

The findings of a new survey have contradicted the infamous ‘shadow shopper’ report released in February 2003 by the Australian Consumers' Association and the Australian ...

Financial planning

14 Oct

Zurich investment and risk exec resigns

Zurich Financial Services Australia is set to lose a key executive with the resignation of investment management and life risk business head Peter Delprado, who will depa...

Financial planning

13 Oct

ANZ puts trust in EQT

ANZ Trustees is set to merge with Melbourne-based Equity Trustees after the pair signed a heads of agreement that will produce Australia’s third largest trustee company a...

Financial planning

12 Oct

Planning in the PM’s neighbourhood

Financial planning in John Howard’s electorate of Bennelong isn’t a case of preaching to the converted as David Carney tells Rebecca Evans. Like politics, it’s all about ...

Financial planning

12 Oct

Advising in ALP heartland

Not many fund managers have made the trek to Ingleburn to take Stephen Varhegyi out to lunch because soft dollar isn’t really what it’s about in Latham’s electorate. Rebe...

Superannuation

12 Oct

Super charged election battle

So you think there is nothing to vote for at the upcoming federal election? If you are a financial planner, think again, writes Rebecca Evans....

Financial planning

12 Oct

ASIC pits charges at olive investment caper

The former company secretary of an alternative investment scheme has appeared before a Perth Court to answer eight charges of making false statements under oath....

Financial planning

12 Oct

Size isn’t everything – advisers like boutiques

Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....

Financial planning

12 Oct

ASIC cracks down on offshore scammers

Australians have been duped into investing millions of dollars with companies based in Western Samoa and Mauritius after an Australian Securities and Investments Commissi...