Brian Egan

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Financial planning

12 Oct

Paragem signs-up second client

Boutique dealer support and services company Paragem has signed up its second client since it was launched in May by former Sealcorp head, Ian Knox....

Financial planning

01 Oct

Perpetual ambition raises style concerns

Perpetual Investments’ move to kick-off its own international equities capabilities has raised investment management style issues with another research house today....

Financial planning

28 Sep

ASIC takes action against serial offender

The Australian Securities and Investments Commission has permanently banned a Tasmanian-based man from providing any financial services after it was found he promoted an ...

Financial planning

24 Sep

Perpetual ends Fidelity monogamy

Perpetual Trustees Australia will end its exclusive arrangement with US-based Fidelity Investments to distribute the latter’s international equity funds in Australia afte...

Financial planning

21 Sep

ING re-opens small caps fund

ING re-opened its small companies fund to retail investors yesterday following a 20 per cent drop in funds under management since the fund closed to avoid potential capac...

Financial planning

18 Sep

Equity Trustees re-opens small caps fund

Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...

Financial planning

17 Sep

ASX given tick of approval

The Australian Stock Exchange has been given a clean bill of health by the Australian Securities and Investments Commission (ASIC) in its latest annual assessment of the ...

Financial planning

06 Sep

CBA launches adviser margin-call tool

Commonwealth Bank of Australia’s broking arm CommSec has created a margin lending tool that enables financial planners to assess the probability that clients will face a ...

Financial planning

03 Sep

MLC ramps up implemented consulting

MLC has appointed Susan Gosling as general manager of its implemented consulting division as part of the group’s ongoing strategy to strengthen its consulting capabilitie...