Julie Bennett

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Financial planning

30 October 2002

Vamos voted industry’s most influential person

Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....

Financial planning

2 October 2002

Accounting for change among the top

The make up of professionals filling the rungs of the Top 100 ladder are changing. JULIE BENNETT investigates exactly who is in the financial planning mix of 2002....

Financial planning

2 October 2002

Small groups still flourish

The Top 100 might be dominated by institutional owners, but small groups continue to do well. JULIE BENNETT reports....

Financial planning

2 October 2002

Still plenty of life in the industry

The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....

Financial planning

2 October 2002

Guardian grows with help of ex-life agents

ROYAL & Sun Alliance (R&SA) gave birth to Guardian Financial Services in November 2001. Not yet 12 months old, the group has already attracted 98 planners and has plans t...

Financial planning

25 September 2002

Morningstar/Rich edge towards court

THE long-standing legal dispute between Morningstar and its previous managing director Graham Rich may stall despite a court order for Morningstar to file a defence by Se...

Financial planning

16 September 2002

Going for growth

The industry has been rattling on about growth pensions for the best part of five years but, according to the experts, there are now some very compelling reasons for the ...

Financial planning

16 September 2002

REST looks at corporate super

AUSTRALIA’S largest industry superannuation fund, REST, has launched a new corporate division in a bid to win corporate superannuation business....

Financial planning

11 October 2000

Inside the Dealers 12/10 – Apogee sets its name and sights high

When the National bought MLC earlier this year, LendLease Financial Planning had to look for a new name – and fast. After some angst, the group took on the handle “Apoge...

Financial planning

31 August 2000

Associations draw lines on advice

The Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) are at odds following the release of a parliamentary report on the Financial Serv...