Ross Kelly

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Most advisers think the Australian sharemarket will continue to offer investors positive returns in 2005, but don’t think they will be as robust as they were in 2004....

Proposed changes that could shorten the length of disclosure documents and bring much needed relief from burdensome Statement of Advice (SOA) requirements have been endor...

AMP Financial Planning has beefed up its adviser support network by adding an extra 70 in-house staffers....

As part of its effort to adequately educate employers on choice of fund, the Federal Government has started the mammoth task of dishing out a print version of its officia...

Trans-Tasman financial services group Tower has announced its managing director, Keith Taylor, will relinquish his role of steering the group later this month to Tower Au...

A fear that women are being left out of the push to raise retirement incomes has prompted one state government to take action...

Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...

Whether it was their claims of independence, the arguable benefits of their supposed lack of bias, or their fancy names, non-aligned financial planning practices both sma...

Kerry Packer-backed fund manager Challenger Financial Services will tap into soon-to-be retiring baby boomers’ thirst for yield, by listing its own infrastructure fund on...

The top job at Babcock & Brown Infrastructure will be handed over in August to Steve Boulton, the chief executive of Kiwi gas and electricity giant Powerco....

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

1 week 6 days ago

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

1 month 1 week ago

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

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 3 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
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