Nicole Szollos

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Financial planning

1 May 2002

Stockford delivers master trust to advisers

Financial services group Stockford has today launched its own master trust, Portfolio Preference, offering a suite of products to clients of Stockford Financial Services’...

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 ...

Financial planning

29 April 2002

Perpetual joins ethical band with new fund

Perpetual Investments has launched a socially responsible investment (SRI) fund, following two years of research to determine investor and financial adviser interest in e...

Financial planning

28 April 2002

Macquarie Private Bank growth on track

Macquarie Private Bank has continued its focus on growing its presence in the private clients market with the expansion of its senior advisory team....

Financial planning

28 April 2002

Colouring the planning experience

Practice management can be as simple as using colour to indicate business efficiencies. NICOLE SZOLLOS reports on two planning offices that have taken the colour test and...

Financial planning

23 April 2002

JB Were executive signs up with Macquarie

Former JB Were private client adviser, partner and deputy manager Robert Fiani has joined the Macquarie Bank team as a director of Macquarie Financial Services....

Financial planning

21 April 2002

Telstra Super launches financial planning business

Corporate superannuation fund Telstra Super has set up an in-house financial planning arm for its member base....

Financial planning

18 April 2002

A matter of culture

Cultural issues play an important role in the relationship between client and adviser. NICOLE SZOLLOS reports on some of the challenges faced by advisers working in Asia....

Financial planning

18 April 2002

Lonsec strengthens research team

Londales Securities (Lonsec) has restructured its research team and strengthened its resources with the addition of two research analysts, following the impending departu...

Funds management

17 April 2002

NAB reinvests $200 m into wealth management

The National Australia Bank (NAB) will reinvest $200 million into its Australian wealth management division over the next three years as part of its Positioning for Growt...