Stuart Engel

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Financial planning

01 May

McMaster stands down

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

28 Apr

ASIC steps up tax campaign

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

28 Apr

Wraps surge in popularity

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

27 Apr

Financial planners top advice survey

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

27 Apr

McMaster stands down

Wes McMaster has relinquished his position at the helm of both Bleakleys and Advisor Investment Services....

Financial planning

27 Apr

Macquarie adds life to super

Macquarie has revamped its range of superannuation and allocated pension plans to include a number of estate planning initiatives and life insurance....

Financial planning

27 Apr

Guild signs up with Bendigo

Guild Insurance and Financial Services has signed an agreement with Bendigo Bank to distribute retail banking through its 5,000 pharmacies....

Financial planning

27 Apr

Investors favour choice

Much like the politicians who represent them, retail investors have come out over-whelmingly in favour of the idea of choice of superannuation fund....