Lucie Beaman

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Financial planning

6 August 2003

Growth enters fifth month of positive returns

Growth funds are beginning to reward the faith some investors have placed in them after the median fund experienced five successive months of positive returns, following ...

People & Products

3 August 2003

Hartley leaves Mercer after 13 years

David Hartley has left his position as chief investment officer (CIO) of Mercer Trusts, after being with the Mercer Investment Consulting group for 13 years....

Financial planning

31 July 2003

Fastest growing dealer groups: Word of mouth grows Garvan

Word of mouth and a sound business model have been the key drivers in the recent growth of National Australia Group owned dealership Garvan Financial Planning, according ...

Financial planning

31 July 2003

AP seeks new blood

Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...

Financial planning

31 July 2003

AIOFP signs on with Asgard wrap platform

The Association of Independently Owned Financial Planners (AIOFP) has signed a deal to take up Asgard’s e-wrap to sit alongside the association’s existing Personal Choice...

Financial planning

31 July 2003

Tower drops growth for multi-manager

Tower Asset Management has dropped its growth style Australian shares product, moving instead to an internally managed, style neutral, multi-manager offering....

Financial planning

31 July 2003

Van Eyk enters planning software arena

Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...

Financial planning

31 July 2003

Court jails crooked adviser

A South Australian financial adviser has been sentenced to over two years jail term after an investigation conducted by the Australian Securities and Investments Commissi...

Financial planning

31 July 2003

Aust shares show good short term future

The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...

Financial planning

30 July 2003

Mariner set for sail under Ireland

Former Challenger chief executive Bill Ireland has marked his return to the industry with a series of changes at his new venture, Australian Assets Corporation, proposing...