Stuart Engel

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Financial planning

05 Oct

Towers Perrin bags OneSteel contract

Towers Perrin has been awarded the largest outsourcing deal in Australia’s corpo-rate superannuation history....

People & Products

04 Oct

Mouatt joins his former boss

Mercantile Mutual Investment Management’s head of equities Peter Mouatt is to join his former boss Greg Matthews at Macquarie Funds Management....

Financial planning

04 Oct

St George takes stake in consolidator

St George has spent $10 million on a 7 per cent stake in burgeoning accounting and financial planning consolidator Stockford, valuing the group at nearly $150 million....

Financial planning

03 Oct

AMP Asset Managemnent brand disappears

The AMP Asset Management brand has now officially disappeared from the Aus-tralian market....

Financial planning

29 Sep

Managers rush Telstra deadline

There has been a rush of financial services groups launching products that allow investors in Telstra II instalment receipts to defer their final payment....

Financial planning

28 Sep

Failed relationships dry up client referral sources

A number of Australia’s leading financial services consultants have been traversing the nation for the past month as a part of the FPA Roadshow. Money Management caught u...

Financial planning

28 Sep

Commission debate bubbles to the surface

Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....

Financial planning

28 Sep

ASIC gets guilty plea

A Melbourne based accountant has pleaded guilty to ordering the redeeming of superannuation money on behalf of clients who had not qualified for retirement....

Financial planning

28 Sep

Aust life industry eclipses rivals

Australia’s life insurance industry is more than five times as big as its next biggest rival competing to be recognised as the region’s financial services hub...