Ross Kelly

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Financial planning

07 Nov

The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...

Financial planning

04 Nov

Aust Unity on planner search

Insurance and financial planning group Australian Unity has lost close to half of its financial planners since May as a result of a major overhaul of its dealer group....

Financial planning

03 Nov

Michael Triguboff: At the forefront of innovation

Australians can boast that they have a funds management industry renowned the world over for its innovation. But not very often does a successful local fund manager come ...

Financial planning

03 Nov

Kerrie Kelly: Above and beyond the call of duty

The unprecedented influence that the Financial Planning Association’s (FPA’s) chief executive Kerrie Kelly has had over the financial planning profession in the last 12 m...

Financial planning

03 Nov

Unit pricing bungles prompt regulator guidance

The two financial services regulators – ASIC and APRA – have combined resources to address the vexed unit pricing issue by jointly publishing a guide outlining what they ...

Financial planning

02 Nov

Consumers respond to FPA ads

The FPA said it is pleased with the progress of its recently launched television, print and Internet advertising campaign, having already received requests for 1500 assoc...

Financial planning

01 Nov

Western Pacific ups Snowball stake

Perth-based dealer group Western Pacific has further boosted its presence on the eastern seaboard by lifting its holding in listed financial planning firm Snowball from 9...

Financial planning

28 Oct

Genesys attempts to lure the high rollers

Genesys Wealth Advisers have set up a separate division to cater for its richest clients and attract other multi-millionaires away from private banks and specialist bouti...

Financial planning

27 Oct

ASIC to release four more example SOAs

Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...

Financial planning

27 Oct

International managers back common standards

IFSA has welcomed a decision by the International Investment Funds Association to adopt a statement of principles recognising the important role of investment funds in gl...