Stuart Engel

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Financial planning

14 February 2001

BT feels the heat

BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....

Financial planning

14 February 2001

Macquarie revamps investment process

Macquarie Funds Management has revamped its investment process in response to its flailing Australian equities performance....

Financial planning

12 February 2001

Roadshow cancelled

Delays in the introduction of entity tax legislation has forced The Strategist Group to cancel the national roadshow it had planned to explain the new regime....

Financial planning

11 February 2001

Deakin chief steps down

Garry Crole has stepped down as chief executive of the Deakin Group to concentrate on marketing the financial services group....

Financial planning

7 February 2001

Markets shine in January

Australian investors have enjoyed a pleasant start to the new year with equity and bond markets around the world rallying after a poor run in the last half of 2000....

Financial planning

5 February 2001

FPA faces tough year in US

America’s recently formed Financial Planning Association has had a turbulent year in membership numbers, with those leaving almost matching those joining....

Financial planning

1 February 2001

Online brokers doing it tough

Sanford Securities is diversifying itself further from its online stock broking base as the sector continues to show signs that it is doing it tough....

Financial planning

31 January 2001

Credit Suisse shifts sales team up a gear

Credit Suisse has almost doubled its sales team with the appointment of three business development executives....

Financial planning

31 January 2001

Financial planning – the super of the future

The Victorian Government’s call for financial planning services for up to 100,000 public sector super members is the most prominent example of what is destined to become ...

Financial planning

31 January 2001

AFG considers listing

Mortgage broking wholesaler Australian Finance Group (AFG) is considering listing on the Australian Stock Exchange to capitalise on the explosive growth in the mortgage b...