Freya Purnell

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Financial planning

18 January 2004

CFS 452 fund beats benchmark in first year

The Colonial First State (CFS) Wholesale 452 Australian Share Fund, offered through an alliance between CFS and 452 Capital, has provided a 21.7 per cent net return in it...

Financial planning

11 January 2004

Planners urged to be ‘smart’ this year

“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...

Financial planning

7 December 2003

AMP/Asgard roll out final eWRAP to planners

AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....

Financial planning

7 December 2003

Money Management Financial Planner of the Year finalists

The Money Management Financial Planner of the Year Award is now in its 15th year since awarding the inaugural prize in 1989 to David Worley....

Financial planning

1 December 2003

Ipac looks to Summit for customised platform

Ipac Securities has launched iAccess, a tailored version of the AXA’s Summit wrap platform which will be available to ipac advisers and related third parties....

Funds management

27 November 2003

Deutsche and Citigroup upgraded on Aust equities

Lonsec has upgraded Deutsche and Citigroup to ‘highly recommended’ in its latest Australian equity large cap sector review, joining Perennial/IOOF Value, Investors Mutual...

Funds management

23 November 2003

Improved outlook for global equities: van Eyk

Van Eyk Research has awarded five managers – Alliance Research, Barclays Global Investors, Capital, Massachusetts Financial Services and Wellington (Global Research) – it...

Financial planning

16 November 2003

Investor Group makes its move in Queensland

Investor Group has reached an in principle agreement to purchase Queensland accounting and financial planning business TCM Partners, rounding off a year of acquisitions f...

Financial planning

10 November 2003

ADAM to sharpen focus on retail market

Allianz Dresdner Asset Management (ADAM) has appointed Leanne Milton as head of retail business to increase its profile and effectiveness in the retail marketplace....