Ross Kelly

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News by this author

Financial planning

11 Jan

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...

Financial planning

11 Jan

Kelly’s move a ‘straight career decision’

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...

Financial planning

11 Jan

Tribeca sold to Washington Post for $55m

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

Financial planning

11 Jan

Lambert sets CountPlus conditions of entry

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...

Financial planning

10 Jan

Public sector fund opened to non-govt workers

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

Funds management

10 Jan

CFS loses entire listed property team to Perennial

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

Financial planning

22 Dec

Coin deals keep coming

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

Financial planning

16 Dec

Lonsdale replaces risk software

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

Financial planning

15 Dec

Aussie shares boost super returns

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...

Financial planning

15 Dec

Genesys brings risk research in-house

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...