Nicole Szollos

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Financial planning

8 November 2001

Fund performance bounces back

The funds arena experienced a significant improvement last month after a series of negative results following the September 11 terrorist attacks, a report by asset consul...

Financial planning

7 November 2001

Securities Institute clinches govt funding

Minister for Financial Services Joe Hockey committed government assistance to develop financial services education training today, with funding granted to the Securities ...

Financial planning

6 November 2001

Howell new AM chief in reshuffle

Former Perpetual senior executive Trevor Howell has become the new chief executive of AM Corporation following a reshuffle of the group’s senior management roles....

Financial planning

4 November 2001

SyRes moves into next phase

SyRes, the company developed by a number of dealer groups involved with master trust provider Symetry, has released two further services for the back office....

Financial planning

30 October 2001

Financial services job outlook is grim

Financial services job prospects for the next three months are the grimmest seen for some time after the events of September 11, figures from the latest TMP Worldwide job...

Financial planning

29 October 2001

FPA re-elects Board members

The Financial Planning Association (FPA) has re-signed a number of Board members up for re-election after serving their two year terms....

Financial planning

29 October 2001

Look closer at performance: Macquarie

Fund performance tables can be a misleading indicator of actual performance without looking into the driving factors, according to a Macquarie Funds Management study....

Financial planning

22 October 2001

Tough times for SRIs

Ethical fund returns have had a rough six months competing in an environment of considerable sharemarket volatility, according to research undertaken by Lonsdale Securiti...

Financial planning

21 October 2001

Beacon less bright in second half

Beacon Financial Services has become the latest investment management business to suffer in the wake of a slowing economy and the September 11 tragedy in the US, announci...

Financial planning

20 June 2001

Consolidation continues

The consolidation trend within financial services looks set to continue as activity within the partly Zurich owned Lonsdale and Bridgeport groups pick up pace....