Rebecca Evans

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Financial planning

28 September 2004

Research group Lonsec’s scepticism as to the capacity of domestic fund managers to establish thriving global equity arms has prompted it to place Perpetual Trustees Austr...

Financial planning

26 September 2004

ASIC fearful of telephone trickery

Australia could be a prime target for a telephone investment scam sweeping the United States with the Australian Securities and Investments Commission warning investors t...

Financial planning

23 September 2004

MLC terminates MasterKey funds

MLC Investments is to terminate a number of funds within its MasterKey Unit early next year following on from the funds being closed to new business on August 20....

Financial planning

22 September 2004

Politicians trade super blows

Superannuation has re-emerged as a Federal Election issue with the Coalition poking holes in Labor’s tax policy and the Opposition lashing out at Government plans to forc...

Financial planning

19 September 2004

Merrill rolls out retail quant fund

Merrill Lynch Investment Managers has made a play for the platform and advisory market, pitching a new fund offering quantitative investment techniques to the retail mark...

Financial planning

17 September 2004

Tribeca turns knowledge into cents

Tribeca Learning’s education mandates with the Financial Planning Association and the Australian Stock Exchange have contributed to an improvement in revenue of more than...

Financial planning

17 September 2004

Macquarie wins back-to-back adviser awards

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

15 September 2004

Trading Places 9 September 2004

Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....

Funds management

15 September 2004

ING local gets global property role

ING Real Estate Investment Management has appointed an Australian to the role of global chief executive officer, with David Blight given the task of overseeing the groups...

Financial planning

14 September 2004

ING/ANZ relax alliance pre-nuptial

ING has completed the re-branding of its wrap services under a single name and has set its eyes on the distribution network of ANZ after opting to remove the safety nets ...