Ross Kelly

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Financial planning

07 Oct

CBA’s Enterprise scuttled after just one year

A business set up by the CBA to take equity stakes in boutique financial planning groups has been shut down after only one year....

Financial planning

05 Oct

Tasmanian adviser awaits sentencing

Tasmanian financial planner Brendan Moore could still escape criminal conviction when he is sentenced by a Federal judge on November 2, even though he pleaded guilty to t...

Financial planning

05 Oct

Sealcorp to phase out Assirt brand

Sealcorp’s Assirt software brand is to be phased out as it becomes integrated into its practice management and transaction reporting software service, adviserNET....

Financial planning

28 Sep

Shot and ready to roll: FPA poised for TV blitz

With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...

Financial planning

28 Sep

NAB invests $1.8b to rebuild, flags more job cuts

The bank housing the second largest number of financial planners in Australia, the National Australia Bank, has announced it will invest $1.8 billion in rebuilding its Au...

Financial planning

27 Sep

Former Whet director ordered to pay $200m

A former director of the now defunct Whet Investments has been ordered to pay more than $200,000 to the failed company’s administrators following an investigation by the ...

Financial planning

23 Sep

As cheap as chips? Anti-money laundering rules may not prove costly

Last week financial planners were given the first solid indication of what they will have to pay to comply with looming anti-money laundering legislation....

Financial planning

23 Sep

Big Berkley offices choose merger

More than 75 per cent of the revenue and profits of the total Berkley Group will join the merger with Centrestone Wealth Advisers, despite over half of the group’s advise...

Financial planning

21 Sep

Consumers turn to online broking in record numbers

Financial planners are losing a significant portion of their business to technology as the use of online stock brokers skyrockets....

Financial planning

21 Sep

Anti-money laundering rules as cheap as chips: Deloitte

Accountancy giant Deloitte has released a web-based anti-money laundering tool, which it says will only cost financial planners the price of a hamburger....