Ross Kelly

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Financial planning

09 Oct

Conflicts of interest: fee separation by Jan 07

Members of the Financial Planning Association will be expected to separately disclose the cost of advice from the cost of an investment product to their clients from Janu...

Financial planning

09 Oct

AIOFP in reverse mortgage deal

OFM Investment Group, formerly known as the Over 50s Mutual Friendly Society, is to be the exclusive reverse mortgage product supplier of the Australian Association of In...

Financial planning

08 Oct

Platform and planners boost bonny result for HBOS

Scottish banking giant HBOS’ assault on the Australian investment industry is gaining traction, with its financial planning, insurance and investment arm St Andrew’s maki...

People & Products

08 Oct

Future Fund Guardians appointed

The Federal Government has promised that the new Future Fund will have minimal restrictions on its investment strategy....

Financial planning

08 Oct

Gov’t praises independent planners

The man responsible for setting the rules for financial planners has praised independently-owned advisers for their “objective advice” and indicated an expansion of the d...

Financial planning

08 Oct

Beware of misused ASIC logo

The Australian Securities and Investments Commission (ASIC) is warning consumers to beware of businesses that are falsely using ASIC’s logo to promote their own services....

Financial planning

16 May

Morgan Stanley on location

Working together since 1997, the Morgan Stanley Investment Management team claims to have achieved strong performance throughout a complete market cycle....

Financial planning

16 May

Pimco’s interest fixed on the game

The alpha hunter’s interest at Pimco is fixed on one thing - fixed interest. And according to Australian executive vice president John Wilson, this narrower focus gives P...

Financial planning

16 May

Credit where it’s due

Abstract Long...

Financial planning

05 May

Planners attack Challenger over fund failure

Financial planners are threatening a boycott of Challenger products, after the collapse of one of the Packer-backed manager’s funds left clients with huge losses....