Ross Kelly

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News by this author

Financial planning

01 May

ACA criticises reverse mortgage contracts

Customers of several licensed reverse mortgage products could end up losing their home for being late with paying their rates or for forgetting to fill in forms, accordin...

Financial planning

01 May

Green light for Praemium, HFA floats

Wrap administration provider Praemium Portfolio Services has announced its intention to list on the Australian stock exchange through an $18 million initial public offeri...

Financial planning

01 May

Securitor to boost planner pay

Securitor is close to introducing several initiatives as part of its ongoing Tropicana project and overhauling its pricing methods including introducing a system to rewar...

Financial planning

01 May

Sole commission payments not best practice: ASIC

ASIC has recommended that financial planners avoid being paid solely by commissions as a matter of best practice....

Financial planning

01 May

Westpoint planner action put back a month

Law firm Slater and Gordon will not start legal action against financial planners who sold clients Westpoint products for about another month, and it will target the bigg...

Financial planning

01 May

Challenger funds sold to Select

The purchase of Challenger Funds Management (CFM) by Select Managed Funds has landed the company with 2,500 extra members and about $160 million in invested funds....

Life/Risk

28 Apr

Survey turns up insurance negligence

Shadow shopper has revealed a “surprisingly” low percentage of consumers received life insurance advice although, according to industry experts, the responsibility lies o...

Financial planning

28 Apr

Unlicensed Perth practice shut down

The Federal Court of Australia has ordered that the directors of an unlicensed financial services business in Perth must cease operation immediately, following an ASIC in...

Financial planning

27 Apr

Lachlan signs up more advisers

A second financial planning practice has joined the Macquarie-owned dealer group Lachlan Wealth Management, strengthening the dealership’s standing within the financial a...

Financial planning

27 Apr

Zurich unveils Internet risk service

Zurich Financial Services has launched a new web accessible risk software product that allows planners to access premium quotations on the Internet....