Ross Kelly

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Financial planning

09 Sep

MIR replaces Maple Brown on Advance fund

Maple-Brown Abbot has been replaced by MIR Investment Management as part of a suite of substantial mandate changes to Advance Asset Management’s billion dollar multi-blen...

Financial planning

09 Sep

Greiner reunites with ex-Sagitta chief

The recently departed head of Westpac Bank’s in-house financial planners, Justin Greiner, has ended up working for a former boss, taking on the lead distribution role at ...

Financial planning

08 Sep

Revived Equity Trustees prepares for acquisition mission

Fund incubator and private client services company Equity Trustees put their highly publicised woes of 2003 further behind them yesterday by announcing a net annual profi...

Financial planning

08 Sep

Conflict disclosure at top companies found wanting

A troupe of public sector and industry superannuation funds have demanded Australia’s biggest companies more clearly disclose how they make sure their directors do not fu...

Financial planning

08 Sep

12-page SOA still too long: Labor

The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....

Financial planning

08 Sep

We’re nobody’s puppet: AIA slammed for FPA-bashing

The FPA has denounced harsh criticism of its highly anticipated $3 million advertising campaign by the AIA as hastily constructed, ill-informed and biased....

Financial planning

08 Sep

China to dominate fund growth

China and Taiwan will be the big growth centres for mutual funds over the next five years according to Boston-based research house, Cerulli Associates....

Financial planning

08 Sep

ASIC’s hat-trick in compliance crackdown

A financial adviser was banned, another had his operation shut down, and a superannuation scheme promoter jailed for 18 months as a result of three separate actions initi...

Financial planning

08 Sep

Genesys shines ahead of schedule

Kerry Packer-backed Challenger Financial Services’ purchase last year of Associated Planners is paying surprise dividends, with Genesys Wealth Advisers pushing well into ...

Financial planning

08 Sep

CBA turns Coin dispenser

Coin Software has put the official seal on the long anticipated deal to roll out its desktop financial planning tools to the Commonwealth Bank’s 3,000 plus adviser networ...