Nicole Szollos

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Financial planning

22 May 2002

BT to start in-house financial planning arm

BT Funds Management will introduce an internal financial advisory business, to increase its service offering and meet demand from its existing base of direct clients. ...

Financial planning

21 May 2002

Advisers still unaware of jail terms under FSRA

Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...

Financial planning

16 May 2002

Standard & Poors to review master trusts

Standard & Poor’s (S&P) has begun a ratings system for master trusts and wrap accounts after today releasing the details of its latest research product, the Master Trust ...

Financial planning

16 May 2002

AMP sells Cogent to BNP Paribas

Financial services giant AMP has today confirmed plans to sell its investment administration business, Cogent, to French based BNP Paribas....

Superannuation

15 May 2002

The superannuation gender gap

The women’s rights movement has led to a raft of change an helped create the equally balanced society we live in today. But when it comes to superannuation, women continu...

Financial planning

15 May 2002

Investor Group buys Accumulus

Financial planning consolidator Investor Group has acquired independent financial planning firm Accumulus in a move aimed at strengthening its financial services brand, P...

Financial planning

15 May 2002

Deutsche rejects new InvestorWeb process

InvestorWeb Research has tightened up its review process after breaking down the review of asset classes into specific sub categories, resulting in more regular review me...

Funds management

12 May 2002

S&P to launch hedge fund index

Standard & Poor’s (S&P) is to create a hedge fund index through its Global Index Services business, with the aim of providing a transparent benchmark of the hedge fund as...

Funds management

9 May 2002

NAB banks on wealth management

The National Australia Bank (NAB) delivered its six month results to March 31, 2002 yesterday, reporting a net profit from core operations of $2,156 million, up by 15 per...

People & Products

1 May 2002

Garvey joins Investor Financial Planning

<caps>Investor Financial</caps> Planning, a division of Investor Group, has raised the seniority of its corporate team with the appointment of Anthony Garvey to the role ...