Stuart Engel

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Financial planning

21 July 1999

GiveWell director Michael Walsh has been named on the board of investment research group InvestorWeb.News of his appointment raised a few eyebrows among industry observer...

Financial planning

21 July 1999

Adler back in business

Rodney Adler says distribution is king when it comes to financial services....

Financial planning

21 July 1999

Culling season for Tower, FAI

Products are to be culled as a result of the merger between Tower and FAI Life, according to Tower Corporation group managing director James Boonzaier....

Financial planning

7 July 1999

MFS counting on impact in Aussie retail market

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

7 July 1999

The lessons of a decade of fund choice in the US

In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...

Financial planning

7 July 1999

Top 50 hit for Deutsche

Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds....

Financial planning

7 July 1999

Thomas vacates FlexiPlan driver seat

FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....

Financial planning

7 July 1999

SmartApp to replace paperwork

Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...

Financial planning

7 July 1999

Loan’s nil interest credit card a ‘first’

ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...