Michael Bailey

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Financial planning

27 April 2005

Listed investments gain narrow planner popularity

Client demand is driving the increasing popularity of listed investments among advisers, with 83 per cent now using them in client portfolios according to a new survey....

Financial planning

26 April 2005

Money-back guarantee at Macquarie’s Asian smorgasbord

Macquarie Bank will follow AMP into offering a capital-guaranteed exposure to Chinese equities, through the Macquarie Reflexion Trusts to open in June....

Financial planning

26 April 2005

FirstChoice frizzes up for July 1

Colonial First State’s FirstChoice platform has been spruced up ahead of the July 1 arrival of super choice, with several manager and asset class additions, insurance pre...

Policy & Regulation

25 April 2005

‘10 per cent per month’ scheme wound up

The Australian Securities and Investments Commission has moved to wind up a high yield investment scheme which offered investors 10 per cent monthly returns, as part of c...

Funds management

20 April 2005

First retail hedge funds for Credit Suisse

Credit Suisse Asset Management has launched its first two hedge funds for Australia's platform market, including versions which take advantage of the recent exemption fr...

Financial planning

20 April 2005

Small business unprepared for choice: survey

Small businesses are most likely to turn to their accountants to gain advice on the new choice of superannuation fund regime, according to a survey conducted by accountin...

Financial planning

20 April 2005

AMP offers China again

AMP Capital Investors is approaching advisers and the direct retail market with a second Chinese equities fund, just a year after raising $55 million for the first one....

Financial planning

20 April 2005

Australia the first retail arena for Bridgewater

The ultimate ‘uptown’ funds manager, Connecticut’s Bridgewater Associates, has chosen Australia for its first foray into the retail market....

Financial planning

18 April 2005

AMP rewards responsibility

A company’s level of social responsibility has become a bigger factor in the management of AMP Capital Investors’ sustainable and mainstream Australian equity funds, foll...

Financial planning

18 April 2005

HSBC’s retail kingmaker gets kept

Challenger Financial Services has signalled it is serious about winning over more advisers, confirming that HSBC Asset Management’s head of distribution will join it foll...