Freya Purnell

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Financial planning

22 July 2004

Zurich launches suite of risk tools

Zurich Financial Services Australia is launching new client-focused risk tools aimed at supporting advisers as part of its broader push into the Australian life risk mark...

Financial planning

15 July 2004

Dealer group positioning translates to dollars

Freya Purnell looks at the effect of different advice offerings on the bottom line....

Financial planning

15 July 2004

Determining the top distributors

The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....

Financial planning

5 July 2004

Risk market lifts in first quarter

Inflows for the life insurance risk market have risen 11.1 per cent – from $3.7 billion to $4.1 billion – for the 12 months to March 2004, according to Plan for Life figu...

Financial planning

20 June 2004

Gov’t super co-contribution strikes a chord

The Government seems to have secured a win with its superannuation co-contribution scheme, with a recent Investment and Financial Services Association poll revealing that...

Financial planning

6 June 2004

Garrisons takes scientific approach to risk profiling

Garrisons has rolled out a new asset allocation and risk profiling system to its planners, following the establishment of a partnership with FinaMetrica earlier this year...

Financial planning

27 May 2004

Mercer strengthens retail team

Mercer Investment Consulting (Mercer IC) has added an intermediary expert to its retail team working with dealer group and master trust clients....

Financial planning

10 May 2004

Perpetual wins top award

Perpetual Investments has taken out the top prize in the Money Management/Assirt Fund Manager of the Year Award and has also been named as winner in the Australian equiti...

Policy & Regulation

9 May 2004

Super tax concessions necessary for growth

Superannuation industry figure Barbara Smith has on the eve of the Federal Budget urged Treasurer Peter Costello to remove some of the taxes on super funds because they a...

Financial planning

4 May 2004

LICs the ones to watch

If there is one trend when it comes to investment products and vehicle, it seems that 2004 will see a shift away from traditional managed funds. FREYA PURNELL reports....