Freya Purnell

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Financial planning

05 May

Property performance record hits volatile times

Looking at the leaders in property securities in terms of funds under management over the last four years is not exciting reading. The same funds appear at the top of the...

Financial planning

29 Apr

Flexibility: the key to Capstone’s start-up success

From almost a standing start, Capstone Financial Planning has grown rapidly to earn a place on our list of Fastest Growing Independent Dealers....

Financial planning

20 Apr

All praise for BGI in latest Assirt rating

Barclays Global Investors (BGI) has received a glowing report from Assirt in its latest rating, receiving a five star rating for seven of its funds....

Financial planning

19 Apr

Zurich adds extra strings to risk bow

Zurich Financial Services Australia has introduced enhancements to its life risk products and beefed up its marketing team and offering in what it deems is a “major assau...

Financial planning

08 Apr

InvestmentLink plugs into full service wrap

InvestmentLink will now integrate the first full service wrap into its e-Portfolio service, with Netwealth’s wrap to be offered through the hub....

Financial planning

02 Apr

Govt releases growth pension guidelines for comment

Proposed detail on the new market-linked income stream products, otherwise known as ‘growth pensions’, to be available from September 20 this year was released by Ministe...

Financial planning

31 Mar

IWL unveils revamped VisiPlan

IWL will roll out its latest VisiPlan offering - version six - over the next few weeks following significant enhancements in terms of straight through processing capabili...

Financial planning

30 Mar

ASIC takes further action against serial securities offender

The Australian Securities and Investments Commission (ASIC) obtained final orders in the Supreme Court of Queensland yesterday against the directors of Drury Management, ...

Financial planning

30 Mar

Zurich partners with asset managers

Zurich Financial Services Australia announced today it has introduced Deutsche Asset Management’s Australian Equities Alpha process for its diversified funds, and formed ...

Financial planning

28 Mar

APN and Pengana get top property ratings

InvestorWeb has granted two funds – APN and Pengana Capital – its six star (‘exceptional buy’) rating in the 2003 review of the Australian listed property sector with a f...