Ross Kelly

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Financial Services Partners (FSP) has struck a deal with software provider PlanTech, which will now be available to FSP’s over 170 financial planners for CRM, risk advisi...

The outgoing chief executive of the Financial Planning Association, Kerrie Kelly, has described her move to the Insurance Council of Australia as a “straight career decis...

Listed financial services education provider Tribeca has entered into a purchase agreement with United States-based education provider and business trade publisher Kaplan...

Count Financial has announced that it will give its accountants the opportunity to work under the brand of its new accountancy business, CountPlus, in franchise arrangeme...

Large NSW Government sector fund First State Super will be opened up to non-public sector employers and employees this year....

Research houses are urging investor caution after yesterday’s shock announcement by Colonial First State that it had lost its entire listed property team....

Coin software has signed its first major contract with a large financial planning firm since its purchase by Macquarie Bank in May this year....

Lonsdale Financial Group has joined Centric Wealth and Financial Services Partners as dealer groups that supply PlanTech software to their risk advisers....

Australian superannuation fund returns look likely to finish the year in good shape with the latest Intech data suggesting that, once again, domestic equities are continu...

In a sign that not all risk advisers are satisfied with the suitability of recommendations coming from research houses, a major Australian dealer group has decided to mov...

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