Nicole Szollos

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Financial planning

4 July 2002

Lonsec recommends Macquarie unit trust

Lonsdale Securities has given a recommended rating to the latest retail offering from Macquarie Direct Investment (MDI), the Macquarie Private Equity Trust II (MPET II), ...

Funds management

2 July 2002

Rothschild and Basis top hedge fund list

Rothschild Australia Asset Management and specialist hedge fund manager Basis have topped the rankings in the inaugural hedge fund sector report by research group Investo...

Financial planning

1 July 2002

AM Group forms UK venture

AM Group, parent company of AM Corporation, has entered the United Kingdom advisory business through a joint venture between AM Financial and independent UK dealer group,...

Financial planning

23 June 2002

HSBC grows development team

HSBC Asset Management has expanded its business development team with two additions, continuing the group’s focus on strengthening its services to the Australian retail m...

Financial planning

20 June 2002

No extension to PS146 deadline

The Australian Securities and Investments Commission (ASIC) will not be extending the July 1, 2002 deadline to comply with Policy Statement (PS) 146....

Financial planning

19 June 2002

St George gears up

St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...

Financial planning

19 June 2002

AIOFP to launch non-super master trust

The Association of Independently Owned Financial Planners (AIOFP) is preparing to roll out a non-super master trust offering on the back of the successful launch of its s...

Financial planning

19 June 2002

Inscorp develops new initiative

Dealer group Inscorp has taken a hands on approach in delivering a practice management solution to its adviser base, by introducing an independently devised and developed...

Financial planning

19 June 2002

Move over fees, marketing is the new differentiator

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

Financial planning

19 June 2002

AM Corp winds down troubled fund

AM Corp has confirmed that it will wind down its troubled Diversified Traded Policies (DTP) Fund over a five year timeframe after a tumultuous nine months in which the gr...