Clients favour modular adviceBY BEN COLLINS | TUESDAY, 4 DEC 2012 10:30AMMost clients don't want a long, face-to-face interview with their financial planner and business models should change to better meet their needs, research shows. |
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Antares winds up Ex-20 Aussie equities fund
The Antares Capital Partners' Ex-20 Australian Equities Fund has been terminated after a seven-year run.
J.P. Morgan launches active Aussie equity ETF
The asset manager has listed the J.P. Morgan Australia Equity Active ETF (ASX: JPOZ) on the ASX, targeting to provide long-term return from local companies.
First Sentier expands Northern Trust mandate
Northern Trust has once again expanded its service offering with First Sentier Group, this time for its First Sentier Investors Global Growth Funds.
Bell Financial Group profit surges 133%
Bell Financial Group has reported a 133.3% increase in first half net profit after tax (NPAT) to $21.7 million, supported by stronger market conditions and increased trading activity.
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Andrew Gregory
CHIEF ADVICE OFFICER
UNISUPER
UNISUPER
After 25 years, Andrew Gregory remains motivated by the impact financial advice can have on Australians' lives. As UniSuper's chief advice officer, he is not slowing down on any of his current ambitions. Matthew Wai writes.







This is old news. Fund members have had this service for over 5 years, good to see the financial planning industry finally waking up.