Ross Kelly

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

Deutsche Asset Management, Platinum Asset Management and Alliance Bernstein have made some hard ground on the industry superannuation playing field, while Fidelity Invest...

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...

All the trouble Perpetual Investments went to set up its Dublin-based international share fund looks to be paying off, with three Australian research houses slapping a st...

A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...

Most of Colonial First State’s Australian equities funds have been given an ‘on hold’ rating by research house Standard & Poor’s due to the departure of a key staff membe...

A day after it enlisted Deutsche Bank’s property team, Perpetual has underscored its commitment to focus more heavily on the real estate sector with news that it will buy...

National Australia Bank-owned Garvan Financial Planning has attracted a five adviser strong business away from Commonwealth Bank-owned Financial Wisdom....

Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...

Broking firm Citigroup Wealth Advisers is the latest firm to sign up for Praemium Portfolio Services portfolio reporting technology....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

4 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 16 hours ago
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