Michael Bailey

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Financial planning

1 February 2005

Russell cools to Australian LPTs

Russell Investment Group has halved the exposure to Australian listed property in its diversified funds, directing the money to offshore property securities because of wh...

Financial planning

1 February 2005

Packer power for Genesis launch

The Packer media empire will play a large part in Challenger’s bid to make a household name of its rebranded dealer group, Genesis Wealth Advisers....

Financial planning

1 February 2005

Industry funds and master trusts tied for super honours

Not-for-profit super funds and commercial master trusts were equally represented among the best performing publicly available retirement products in 2004....

Financial planning

31 January 2005

Former Advance boss returns to industry

Former Advance Asset Management boss Stephen Lam has re-emerged more than a year after leaving the St George group, accepting a newly created chief investment officer rol...

Financial planning

27 January 2005

Deutsche to merge LPT teams

The Chinese wall between Deutsche Asset Management’s Paladin and Sentinel Australian listed property teams will come down next month, when the two merge....

Funds management

23 January 2005

Zenith backs global listed property

Research house Zenith Investment Partners has put global property funds on its recommended list for the first time, but shunned those managed solely from Australia....

Financial planning

23 January 2005

CFS restricts small cap access

Colonial First State has cut off one of the two main retail avenues to both its Developing Companies and Future Leaders funds, among a slew of changes affecting planners ...

Financial planning

23 January 2005

Fourth global LPT fund in four months

A fourth option for advisers wanting exposure to offshore listed property trusts has emerged, with AMP Capital Investors launching a retail version of its Global Property...

Financial planning

23 January 2005

Mercer lures big-name actuary

Mercer Human Resources Consulting has secured Australia’s biggest actuarial name, with David Knox joining its Melbourne-based superannuation consulting division this week...

Financial planning

23 January 2005

BT ramps up baby wrap

BT Financial Group’s no-frills wrap, Wrap Essentials, has undergone one of its largest menu expansions since its inception, adding 14 new funds to its list of investment ...