Lucia Appleby

Lucia Appleby

News by this author

12 August 2004

The introduction of straight through processing for dealers and planners heralds a new era in client communication. Lucia Appleby reports....

12 August 2004

The SwimEC (Super, Wealth and Investment Management Electronic Commerce) industry initiative mounted by the Association of Superannuation Funds of Australia (ASFA), the I...

BT Financial Group has announced record figures in terms of funds under administration (FUA) for both its super and wrap platforms....

The Financial Planning Association (FPA) is continuing its organisational restructure following the resignation and departure on Tuesday of senior executive Rohan Burges...

15 April 2004

The Australian Securities and Investments Commission (ASIC) has issued five compliance guidelines to the market offering practical advice to operators of managed investme...

Snowball Group is set to launch a wrap offering to the market following it striking a deal with Asgard to badge the latter’s eWrap service....

Queensland-based international investment group, LM Investment Management has been added to Asgard Capital Management’s investment menu line-up....

31 March 2004

Bodinnars Personal Financial Services is aiming to open up offices in each of the nation’s states by the end of the financial year and release a range of service packages...

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GG

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