Lucie Beaman

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Financial planning

17 Feb

Perennial in, Perpetual out at Russell

The Frank Russell group has dropped Perpetual Investment Management as a manager within the Russell Australian Shares Fund, with Perennial Value Management set to join th...

Financial planning

17 Feb

Size does matter, but it’s not everything

Firms are prepared to pay up to three times more than the usual price for a fund manager with significant funds under management (FUM), according to the latest analysis f...

Financial planning

14 Feb

FirstChoice hits $2 billion mark

Colonial First State’s (CFS) flagship master trust, FirstChoice, has reached the $2 billion mark in funds under administration less than nine months after its launch....

Financial planning

13 Feb

Macquarie joins $1 billion club with enhanced interest fund

The Macquarie Enhanced Fixed Interest Fund has broken the $1 billion mark for funds under management for the first time, after taking in more than $550 million in the 12 ...

People & Products

04 Feb

Van Eyk names consulting head

The van Eyk Research group has filled the gap left by the departure of its former head of asset consulting, Rob Prugue, appointing John Peterson to the role. Peterson, fo...

Financial planning

03 Feb

Keeping the lines of communication open

When it comes to making lasting relationships with your clients, first impressions could be what makes or breaks your business. LUCIE BEAMAN reports....

Financial planning

03 Feb

ASIC bans advisers over unregistered schemes

The Australian Securities and Investments Commission (ASIC) has taken action to ban South Australian investment advisers Roger Gordon and Colin Turner from advising on, o...

Financial planning

28 Jan

FPA gains training group status

The Financial Planning Association (FPA) has received accreditation as a Registered Training Organisation (RTO) by the Office of Training and Tertiary Education Victoria....

Financial planning

28 Jan

Aussie managers optimistic for 2003

Australian fund managers remain widely optimistic regarding the likely performance of capital markets in 2003 according to a survey conducted by Mercer Investment Consult...