Jason Spits

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Financial planning

13 September 2001

As part of its ongoing development of its bureau service, AM Corporation has stated that it will not be levying charges on the services despite originally planning to do ...

Financial planning

13 September 2001

Planners stranded as conference cancelled

A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...

Financial planning

11 September 2001

Managers suspend funds in wake of attack

AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...

Financial planning

6 September 2001

Frank Russell moves into retail

Frank Russell Company says there has been a strong shift to multi-manager funds by retail investors as they seek diversification in investment portfolios....

People & Products

3 September 2001

Barclays joins hedge fund rush

Barclays Global Investors (BGI) has joined the rush to provide hedge funds to investors with the roll out of its own product, the BGI equity market neutral fund....

Financial planning

30 August 2001

Tower strikes ethical alliance

Tower Asset Management will expand its socially responsible investments (SRI) offering after it has struck a deal with international SRI manager Storebrand....

Financial planning

29 August 2001

BT takes wrap to independents

BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....

Financial planning

29 August 2001

Navigator tops awards

Norwich Union's Navigator master trust has taken out the top honour and bagged five out of eight of the premier service level awards for retail financial services....

Financial planning

28 August 2001

AMP denies merger talks

AMP has responded to media speculation that it has been in discussions regarding a merger with the National Australia Bank....

Financial planning

28 August 2001

Commonwealth names Towers Perrin as consultants

Towers Perrin will supply investment advisory services for the Commonwealth Bank Group after being appointed asset consultants for the banking group....