Stuart Engel

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Financial planning

27 September 2000

International News 28/09/2000: FPA forum hears clear message

About 3,500 financial services professionals, including 100 Australians, crammed into a Boston conference venue to catch the US-based FPA annual conference, Success Forum...

Financial planning

27 September 2000

New role for Sanders

Assirt managing director Brett Sanders has been named managing director of the merged Assirt/ Bourse Data business....

Financial planning

27 September 2000

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...

Financial planning

26 September 2000

CFSB woos planners

Credit Suisse First Boston’s private stock broking arm has embarked on a strategy to entice financial planners to use its stock research, trading and portfolio services w...

Financial planning

25 September 2000

WA govt to fund liquidator's action

The West Australian government will contribute towards legal action being taken against the di-rector of a mortgage broking company put into liquidation last year....

Financial planning

24 September 2000

Products at Telstra II deadline

Financial services groups are lining up for huge expected demand for methods of deferring final payments for Telstra II shares....

Financial planning

20 September 2000

ASIC obtains first injunction

The Australian Securities and Investments Commission (ASIC) has obtained its first injunctions under civil law to stop respondents providing superannuation services until...

Financial planning

19 September 2000

Challenger continues buying spree

Challenger has continued its buying spree with the purchase of a stake of Adelaide-based David Garry Holdings....

Financial planning

19 September 2000

MLC enters AUSMAQ fray

The National Australia Bank has received a new statement of claim from Idoport, the company which already has taken the bank to court....

Financial planning

18 September 2000

Bad structure sours relationships

Too many business relationships between financial planners and the accountants who refer clients fail due to poor structure of the relationship, says Shirlaws partner Chr...