Ross Kelly

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Financial planning

13 Feb

Investigations by ASIC have resulted in charges being laid against the operators of a Queensland-based scheme that offered investors a 200 per cent return on their invest...

Financial planning

13 Feb

TFS Corporation enjoys bumper 2005

TFS Corporation is expecting to maintain sales of its managed investment scheme woodlots in the current financial year....

Financial planning

13 Feb

Dealer brings risk research in-house

Abstract Long...

Financial planning

13 Feb

Veracity of super performance figures questioned

Superannuation fund performance tables have come in for another round of criticism with financial planning partner at accounting and financial services firm HLB Mann Judd...

Superannuation

10 Feb

Commonwealth FP eyes SMSF market

In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...

Financial planning

10 Feb

Shadow shop all wrapped-up

Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....

Financial planning

09 Feb

Upbeat assessment for asset consultants

Most asset consultants add enough value to justify the fees they charge, according to the latest research on the sector published by actuarial firm, Rice Walker....

Financial planning

08 Feb

Commsec bullish on Japan

Increasing domestic consumption, export demand from China and the United States, and company profits are expected to fuel an already burgeoning Japanese economy according...

Financial planning

06 Feb

ASIC slams commissions

ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...

Financial planning

03 Feb

They’re back: institutions trump boutiques

The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...