Rebecca Evans

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Funds management

28 July 2004

Fund managers must move aggressively to provide clients with objective counsel or the industry could see new advice models gain market share, in light of allegations of b...

Financial planning

27 July 2004

Regulator puts brakes on US money roadshow

The Australian Securities and Investments Commission has interjected an American investment roadshow operating in July and August around Australia to ensure attendees do ...

Financial planning

26 July 2004

Ex-Challenger staffer goes locum

Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....

Financial planning

25 July 2004

Private Collection to show in Melbourne

Six months after debuting, retail distribution group The Private Collection has expanded its operation into Victoria, recruiting former AMP Capital Investors state invest...

Financial planning

25 July 2004

ATO scrutinises super planning strategies

The Australian Taxation Office (ATO) is set to release guidance on superannuation re-contribution strategies employed by financial planners to leverage tax benefits....

Funds management

25 July 2004

Macquarie ventures into global property

The real estate arm of Macquarie Bank, Macquarie Property, has struck a deal with Ochtar Capital Partners to launch an investment company focused on private equity real e...

Financial planning

22 July 2004

UBS small cap on hold after executive departure

UBS Global Asset Management is the latest investment manager to lose key small cap personnel after the loss of its emerging companies fund portfolio manager Michael Cowin...

People & Products

22 July 2004

AMP recruits investment manager trio

AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...

Financial planning

20 July 2004

Zurich hires former AMP agent of change

Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...

Financial planning

19 July 2004

VicSuper opens regional advice centre

Victorian Minister for Finance John Lenders will officially launch VicSuper’s superannuation advice centre in Bendigo next week, the second of its kind in regional Victor...