Stuart Engel

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Financial planning

1 October 2001

The more they change, the more things stay the same

Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...

Financial planning

1 October 2001

Sun rises on Singapore invasion

<caps>Major</caps> Singaporean corporates may be eyeing Australia’s telecommunications, airlines and financial services industries, but a band of smaller Australian finan...

Financial planning

1 October 2001

New broom at Sovereign

The two people who foundered Sovereign Assurance in 1981, Ian Hendry and Chris Coon, have both announced their retirements from the company. Both men plan to leave at the...

Financial planning

27 August 2001

Rothschild, ING join the ethical fray

Rothschild and ING have become the latest major name fund managers to join the long line of managers embracing ethical investments....

Financial planning

26 August 2001

Count’s new dealer group to launch in November

Count is to launch its second dealer group, Compound Investments, at this year’s Financial Planning Association conference in Brisbane in November....

Financial planning

22 August 2001

Prospectus printer in Australian hands

The biggest printer of prospectuses for fund managers, Blue Star, is now in Australian hands, following a management buy-out by its Australian and New Zealand executive t...

Financial planning

19 August 2001

Just who the hell is Dimensional Fund Advisors

When the Dimensional Value fund hit the top rung of the performance ladder for the year to May 31, the financial services industry let out a collective cry of surprise. J...

Financial planning

16 August 2001

Wyld answers his critics

High profile industry figure Kevin Wyld has answered the knockers of the Beacon master trust he developed, by announcing the administration platform had reached $100 mill...

Financial planning

14 August 2001

Performance comes at a cost for CMTs

JB Were’s low cost structure has pushed its cash management trust (CMT) to the top of the performance tables in the CMT market....

Financial planning

14 August 2001

National emerges as distribution leader

The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...