Stuart Engel

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Financial planning

01 Feb

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

23 Jan

AM Corporation takes the path least trodden

AM Corporation is one of the last surviving independently owned financial services groups in Australia. Stuart Engel examines the impact of one of the biggest revamps in ...

Financial planning

18 Jan

International shares finally take off

Australian investors are finally heeding advice to diversify share investments, flocking to international share funds in droves....

Financial planning

18 Jan

St George gets serious about affinity marketing

St George has expanded its distribution reach with the purchase of a 5 per cent stake in Virtual Communities for $18 million....

Financial planning

15 Jan

CFP pass rates decline

Clearing the final hurdle to become a Certified Financial Planner (CFP) is proving an increasingly difficult task for American financial planners....

Financial planning

11 Jan

Fees continue to fall in the US

Fees charged for US mutual funds have declined in three of the past four years, according to the US investment watchdog....

Financial planning

10 Jan

Harts continues buying spree

Consolidator group Harts Australasia has continued its six-month buying spree, picking up Canberra-based accounting firm Wilson, Watt Papandrea and Townsville accounting ...

Financial planning

09 Jan

Aust market fares better than most

While investors in the local share market may have suffered losses on the market last year, the Australian market fared much better than most overseas markets....

People & Products

08 Jan

PIS consolidator business recruits AMP executive

Former AMP corporate superannuation boss Grahame Evans has been recruited to head up Professional Investment Services’ recently formed consolidator group Professional Acc...