Freya Purnell

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Funds management

25 February 2003

Schroders and Barclays top Van Eyk equities review

Schroders and Barclays Global Investors have been awarded the top ‘AA’ rating in Van Eyk Research’s 2003 Australian equities sector report....

Financial planning

24 February 2003

Sanford directors reject IWL offer

Sanford’s independent directors have unanimously recommended that shareholders reject IWL’s buyout offer, following the delivery of an independent expert’s report by KPMG...

Financial planning

19 February 2003

Mentor for Australia’s largest credit union

Australia’s largest credit union, Credit Union Australia (CUA), has established its own dealer group, Mentor Australia Financial Planning....

Financial planning

19 February 2003

More advisers hammered in busy week for ASIC

The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...

Financial planning

18 February 2003

White label IMA targets boutique dealers

Recently merged financial services groups Trust Company and Permanent have teamed up with technology provider Syscorp to launch an Individually Managed Account (IMA) serv...

Financial planning

17 February 2003

Mercer topples Towers Perrin for FirstChoice

Mercer Investment Consulting has replaced Towers Perrin as asset consultant for Colonial First State’s (CFS) flagship master trust, FirstChoice....

Financial planning

13 February 2003

Caution is manager’s buzz word for 2003

Perpetual Investments is predicting another year of disappointing returns for investors in both Australian and international equity markets, while listed property could a...

Financial planning

13 February 2003

Advisers and investors pessimistic about sharemarket

Investment sentiment among both financial advisers and investors is at rock bottom, according to surveys conducted by Adviser Ratings and the Australian Investors Associa...

Financial planning

12 February 2003

AMP adviser banned by ASIC

Ex-AMP Financial Planning adviser Klinton Jay Lehman has been banned from acting as a representative of a securities dealer or of an investment adviser for four years by ...

Financial planning

11 February 2003

Australian Skandia launches new bundled product

Australian Skandia has launched a new product today, Skandia One, which it hopes will further establish Skandia’s position as a major provider in the Australian marketpla...