Rebecca Evans

News by this author

12 August 2008

New distribution methods gain traction....

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16 October 2005

Client segmentation has been an industry buzzword for a long time, with most advisers familiar with what it means to classify clients as an A, B, C or D type based on the...

Listed financial planning dealer group Count Financial is on track to exceed its operating profit growth target of 30 per cent for the third consecutive year....

Poor business practices are causing financial planners to bleed tens of thousands of dollars in potential profits every year....

26 July 2005

Hedge fund managers have been warned they will come under increasing scrutiny from the corporate regulator, which has expressed concern that the complexity of some funds ...

23 March 2005

Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...

22 March 2005

In an attempt to boost the performance of its funds management business, Colonial First State is about to set up a new outsourcing deal with a major global player....

22 March 2005

The Australian Securities and Investments Commission has confirmed it will undertake another shadow-shopping exercise to ensure financial planners are not misselling in t...

22 March 2005

A senior Australian Prudential Regulation Authority official has said the superannuation industry has over-reacted to a letter warning that recruitment advertising might ...

21 March 2005

The Assistant Treasurer, Mal Brough has told the Conference of Major Superannuation Funds being held in Hobart that industry funds are not being discriminated against by ...

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago