Rebecca Evans

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Financial planning

20 June 2004

Tower Limited is continuing to tweak its wealth management division with the aligning of Tower Credit Union Alliance with planning arm Bridges Financial Services....

Financial planning

17 June 2004

BT elected for governance at VicSuper

BT Financial Group’s Governance Advisory Service has struck a deal with VicSuper worth $600 million, bringing GAS’s funds under advice to $4.2 billion....

Financial planning

17 June 2004

CSAM execs depart after role merge

Credit Suisse Asset Management has combined its Australian and Asian equity teams, resulting in the departure of two executives, including former head of Australian equit...

Financial planning

15 June 2004

CBA spices up investor portfolios

The Commonwealth Bank has launched a new investment vehicle - Capital India - to provide Australian investors with access to the Indian stock market....

Financial planning

14 June 2004

Literacy think tank to hit the streets

The National Consumer and Financial Literacy Taskforce is set to embark on a national road show aimed at improving Australia’s level of financial education after releasin...

Financial planning

14 June 2004

MLC recruits internally for Apogee head

MLC has announced its second executive reshuffle in as many months with the appointment of Alan Logan as general manager of subsidiary group Apogee Financial Planning....

People & Products

10 June 2004

MLC recruits internally for Apogee head

MLC has announced its second executive reshuffle in as many months with the appointment of Alan Logan as general manager of subsidiary group Apogee Financial Planning....

Financial planning

10 June 2004

Packer hands over Challenger reigns

Challenger Financial Services Group chairman James Packer will step down due to other commercial obligations, paving the way for former Commonwealth Bank executive Peter ...

Financial planning

9 June 2004

InvestorWeb praise for multi-managers

InvestorWeb Research has given the burgeoning multi-manager sector a nod of approval, but has found investment houses are challenged to differentiate themselves from thei...

Financial planning

7 June 2004

S&P drives retail push with Xplan

Research and ratings house Standard and Poor’s is continuing its push into the retail market after striking a deal with financial planning software firm Xplan Technologie...