Stuart Engel

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Financial planning

9 May 2001

Epic venture braves financial planning and super business

Perth-based financial service boutique Epic Asset Management has completed its initial fund raising and acquired the assets of superannuation administrator Gilpear Group....

Financial planning

7 May 2001

Lumley bags Asgard deal

Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....

Funds management

3 May 2001

Credit Suisse named Fund Manager of the Year

Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....

Financial planning

2 May 2001

Master trusts continue meteoric rise

Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....

Financial planning

2 May 2001

Challenger bring US funds into Australia

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

29 April 2001

Challenger bring US funds into Australia

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

25 April 2001

Evolution of a new Partnership

Late last year, Mercantile Mutual announced the engagement of its two accounting based financial planning groups. Stuart Engel discovers a very different regime at the ne...

Financial planning

25 April 2001

Too much at stake, too little time

Within hours of the introduction of the Financial Services Reform Bill into the House of Representatives at the start of this month, almost all financial services associa...

Financial planning

25 April 2001

Planners list HFA funds

A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....

Financial planning

25 April 2001

Bleakleys and AIS planners sever Partnership

Less than one in four planners from Bleakleys and Advisor Investment Services will make the transition to Partnership Planning under tough new guidelines for the group....