Stuart Engel

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Accounting

13 Jun

Permanent buys into accounting

Permanent has acquired Sydney accountants W&D Partners to form a “one-stop financial shop” for rich Australians....

People & Products

08 Jun

MLC chief heads for Westpac

Respected financial services executive David Clarke has quit his spot as MLC chief executive to take on a senior financial services post vacated by David Fite earlier thi...

Financial planning

08 Jun

Super service targets non-advised

Online direct financial services group Your Prosperity has added superannuation to its share broking, managed funds broking and investment portfolio services....

Superannuation

08 Jun

SMSFs risk ABN hassles

The federal government has warned self managed superannuation funds to obtain an Australian Business Number or risk hassles later on....

Funds management

08 Jun

Product news - BT claims a first for funds management

BT Funds Management has become the first fund manager in Australia to offer a managed fund that only requires an electronic signature....

Financial planning

08 Jun

Hartley launches tech group

Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....

Financial planning

08 Jun

Rice Kachor report, retail and wholesale financial services, Mark Kachor

A recent report by Rice Kachor predicts that Australia’s financial services industry will swing convincingly to the retail side of the industry by 2010. Stuart Engel look...

Financial planning

08 Jun

DIY fund warning

Advisers may be opening themselves up to possible litigation by failing to advise clients with DIY superannuation funds on the options available to them under SLAB 3 legi...

Financial planning

08 Jun

IOOF heads downtown

IOOF is selling its St Kilda headquarters building to release capital for further expansion of its fund management business, says group managing director Robert Turner....