Stuart Engel

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Financial planning

13 Aug

Mawson’s rolls out first master trust

The Mawson Group is to roll out its first master trust this week as its expansion plans start to come to fruition....

Financial planning

10 Aug

FPA disappointed over choice failure

The Financial Planning Association (FPA) has expressed disappointment at the rejection of the Choice of Fund Bill in the Senate on Wednesday....

Financial planning

10 Aug

Harts to fight for Cardinal licence

Harts subsidiary Cardinal Financial Services has vowed to fight the Australian Securities and Investments Commission (ASIC) over its decision to revoke its dealers licenc...

Financial planning

09 Aug

China is next market for managers

China is emerging as one of the biggest opportunities for fund managers looking to spread beyond their own geographical boundaries. ...

Financial planning

08 Aug

Aussie shares head south

Australian shares took a dive in the first month of the new financial year, coming off the back of being one of the top performing asset classes of last financial year....

Financial planning

06 Aug

IFSA calls for greater social role

Fund managers should take a bigger role in social issues facing Australia, according to Investment and Financial Services Association (IFSA) chief executive Lynn Ralph....

Financial planning

02 Aug

Fund performance drives consumer choice

Fund managers worried that consumer pressure will force a squeeze on margins can breath a sigh of relief over a survey commissioned by the Investment and Financial Servic...

Financial planning

02 Aug

ASIC says Treasury holding up FSRB

Delays in the release of regulations around the Financial Services Reform Bill (FSRB) is hampering efforts to implement the new regime by the October 1 start date....

People & Products

31 Jul

Skandia steps up BDM recruitment

Australian Skandia has hired what it calls the biggest business development team ever assembled by a new player in the retail market....

Financial planning

26 Jul

Advance, Colonial strike gold

Advance Funds Management and Colonial First State picked up the bulk of the funds management gongs at last night’s Personal Investor Awards at Sydney’s ANA Hotel....