Stuart Engel

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News by this author

Financial planning

28 March 2001

Forget wrap accounts, screen scrapers and Internet broking, the next big battle in the financial service industry will take place on the financial planner’s desktop....

Financial planning

28 March 2001

Integratec expands into training

Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Financial planning

25 March 2001

Integratec expands into compliance

Financial planning training group Integratec has expanded into compliance services with the acquisition of THP Services....

Financial planning

18 March 2001

AM launches next generation wrap

AM Corporation will launch the highly anticipated Bureau service platform today in a bid to seize the initiative in the financial services market....

Superannuation

15 March 2001

FPA calls for retirement income reform

The Financial Planning Association (FPA) is pushing once again for a major review of Australia’s retirement income regime to be included in this year’s budget....

Financial planning

14 March 2001

Planner of the future?

The successful financial planner of the future will have more in common with a medical specialist than what we now know as a financial planner....

Financial planning

14 March 2001

Direct Portfolio hits adviser market

Direct Portfolio Services is to target financial advisers for distribution of its share portfolio service....

Financial planning

14 March 2001

Mortgage broking and financial planning collide

David Dyer reckons the development of the mortgage broking industry is running parallel to that of the financial planning industry....

Financial planning

14 March 2001

Civil war for the planning industry?

New journalists to Money Management often comment on the openness of financial planners and financial services professionals in general....

Funds management

14 March 2001

HFA backs up hedge funds

Hedge Funds of Australia (HFA) has developed software to help advisers explain to their clients the impact of using hedge funds on their portfolio....