Stuart Engel

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Financial planning

11 May

The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax driven investments....

Financial planning

11 May

Support grows for planners

Financial planners are increasingly the first point of contact for consumers seeking financial advice, according to the latest Financial Planning Association (FPA) survey...

Financial planning

11 May

OAMPS buys into planning

Listed insurance brokerage OAMPS has entered the financial planning business through the acquisition of Melbourne-based PSB Financial Services....

Financial planning

11 May

Online services poised to make waves

The steady rise of online financial services may not kill the wrap account or master trust service, but it is sure to make huge waves over the coming months. Stuart En-ge...

Financial planning

11 May

Fund market further wrapped up

Wrap accounts and master trusts continue to eat into the market share of traditional retail funds, despite recent dire predictions for the future of portfolio management ...

Financial planning

11 May

Forest sees money grows on trees

As the end of the financial year looms, a number of agricultural investment groups are moving into top gear seeking last minute investments. Tasmanian tree plantation own...

Financial planning

11 May

Internet: friend or foe?

The recent flurry of activity among Australia’s online brokers mirrors the price war which hit the US online broking market about three years ago. Stuart Engel examines a...

Financial planning

11 May

Slow start to the year

More than half of fund managers with Australian equities teams have had a start to the millennium they would probably prefer to forget....

Financial planning

11 May

Projecting busy times ahead

Project management has come a long way in the past ten years. Once seen as the last job before exiting a company, Stuart Engel discovered project managers are now some of...

Financial planning

11 May

Rothschild shakes up investment

Rothschild has shaken up its investment process for the first time in its 20 year history in Australia. Stuart Engel and Kate Kachor take a look at the group’s new multi-...