Freya Purnell

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Financial planning

18 August 2004

What skills and information do advisers need?

Web Abstract long compulsory...

Financial planning

12 August 2004

One-stop software solution still out of reach

The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...

Financial planning

12 August 2004

Inside the dealers: Building a bigger and better Bridges

Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....

Financial planning

12 August 2004

FPS looks for the right balance

Financial Planning Services (Australia) has risen rapidly through the dealer group ranks, writes Freya Purnell....

Financial planning

11 August 2004

Mercer makes its move into the retail space

While Mercer has been entrenched in the asset consulting scene for many years, it is a relatively new player in the retail research space. Freya Purnell looks at the rise...

Financial planning

11 August 2004

How research is used in practice

The retail research space is flooded with players, but how are financial planning practices making use of their services? Freya Purnell reports....

Financial planning

11 August 2004

Principal back in the fixed income groove

Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...

Financial planning

5 August 2004

Deutsche adds fuel to transparency debate

The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...

Financial planning

4 August 2004

Challenger denies it overpaid for APFS

Challenger Financial Service Group has hit back at industry suggestion it is paying over the odds for adviser firm Associated Planners Financial Services....

Superannuation

4 August 2004

Labor outlines superannuation manifesto

The Federal Opposition has signalled it will introduce sweeping changes to make superannuation more simple and safer to achieve higher retirement incomes for Australians ...