Nicole Szollos

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Financial planning

17 Jan

Sealcorp reduces risk with ProQuest

Sealcorp has become the first major institution to sign up for the ProQuest Risk Profiling system, and will rollout the service to its advisers during the next six months...

Funds management

16 Jan

Rothschild offers hedged equity funds

Rothschild Australia Asset Management (RAAM) has expanded its product suite to include a retail and wholesale international equity fund offering that is fully hedged to t...

People & Products

12 Dec

St George appoints new CEO

Commonwealth Bank senior executive Gail Kelly has scored the chief executive officer role at St George Bank, starting early next year....

Financial planning

10 Dec

TD Waterhouse buys out Schwab

Online broker TD Waterhouse is set to expand its customer base when it picks up the customer accounts of Charles Schwab’s ailing Australian business in mid January....

Financial planning

06 Dec

Discovering the ethical phenomena

Recognising ethical clients, taking the time and paying attention to their specialised needs is the way forward for ethical investing, according to a panel of industry fi...

Accounting

06 Dec

Permanent and Garrisons buy up accounting groups

Permanent Trustees and Garrisons have continued the trend of acquiring accoutancy firms with separate announcements that they have completed the purchase of a number of ...

People & Products

06 Dec

Donselaar heads to Westpac

The Australian Securities and Investments Commission (ASIC) Consumer Protection special adviser Annette Donselaar will depart the watchdog early next year to take on a jo...

Financial planning

06 Dec

Engineering success as a financial planner

Working as an engineer in South Africa, Peter Kirk knew there was something more for him. 15 years later Kirk has made the cut as a Money Management Financial Planner of ...

Financial planning

06 Dec

Grosvenor offers advisers equity

Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....

Financial planning

06 Dec

Competition moves to the next level

Hypercompetition will be the next buzz word to come out of the financial services industry with many in the industry believing it cannot be avoided accordingt to Credit S...