Nicole Szollos

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Financial planning

19 June 2002

Ralph resigns as IFSA CEO

The Investment and Financial Services Association (IFSA) chief executive officer Lynn Ralph has handed in her resignation after four and a half years, with current deputy...

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...

Financial planning

13 June 2002

AMP buys PWC financial planning business

Financial services giant AMP will acquire PricewaterhouseCoopers’ financial planning division for an undisclosed amount, growing the business by 23 financial planners and...

Financial planning

13 June 2002

Investor Group adds another to Prescott

Investor Group is set to add a third financial planning business to its Adelaide based Prescott Consultants stable, with an agreement announced yesterday to purchase Sand...

Financial planning

11 June 2002

Westpac commits one billion for women in finance

The Westpac Bank has made a commitment to spend more than $1 billion on financial services and support for women over the next five years....

Financial planning

11 June 2002

Integratec to provide training on IDT software

Financial planning software provider Investment Data Technologies (IDT) is to outsource the training for its software platform to independent training organisation Integr...

Financial planning

6 June 2002

Skandia/Morningstar put commentary in the Box

Morningstar and Australian Skandia has added a style commentary to the Skandia Morningstar Global Style Box, to provide a greater understanding of a fund's investment sty...

Financial planning

5 June 2002

Currency shines in brighter future

Economic expectations revealing positive future prospects for the Australian dollar, along with the arrival of currency hedged funds, could mean international currency in...

People & Products

5 June 2002

St George gets new investment head

The St George Bank has filled its Investment Services chief executive position, vacated by the sudden departure of Richard Cawsey, with Yorkshire Bank chief operating off...