Stuart Engel

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Financial planning

9 December 1999

Confidence in investment markets is at its highest level in recent years, according to the latest Challenger/ Assirt Investment Sentiment survey....

Financial planning

8 December 1999

Westpac aims for 30 per cent penetration

Westpac is aiming to sell financial services products to 30 per cent of its 5.6 mil-lion strong customer database....

Financial planning

8 December 1999

Dunn named planner of the year

The 1999 Financial Planner of the Year is Peter Dunn. Dunn, sole director and owner of Melbourne-based Moneyplan, is an industry stalwart. In spite of keeping up the jug...

Financial planning

6 December 1999

Aust shares top performance tables

Australian shares have bounced back to become by far and away the best invest-ment sector in November....

Financial planning

1 December 1999

Life offices must learn respect

Life insurance companies are going to have to work a lot harder in future if they want to win business from financial advisers....

Financial planning

24 November 1999

Top 100 - Institutions grab a bigger slice of pie

Until today, there has been no in-depth research published on the state of play in the financial business. Money Management commissioned KPI Research to inves-tigate Aust...

Financial planning

24 November 1999

Technology offers only salvation for dealers

One of the most intriguing issues to come out of the Money Management Top 100 survey was the lack of knowledge most dealers have about the key elements of their business ...

Financial planning

24 November 1999

Giants come home to roost

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

Financial planning

24 November 1999

Giants dominate Top 100

The mission by the financial services giants to dominate the financial planning industry is now complete....

Financial planning

24 November 1999

Top 100 - About the Top 100 research

About the Top 100 research Money Management commissioned KPI Research to create a list of the 100 biggest financial planning dealer groups in Australia, ranked by the num...