Liam Egan

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News by this author

Financial planning

29 Nov

Why did two fund managers with investment cred and strong retail brands feel the need to push into platforms? As Liam Egan found, they were both covering their assets....

Financial planning

26 Nov

Colonial ads turn advisers off

A new television advertising campaign by Colonial First State that pokes fun at industry fees and service levels has left some financial advisers less than amused....

Financial planning

26 Nov

Planner public perception boosted

Improvements in disclosure appear to be resulting in a more favourable public perception of financial planners, according to new research by finance and accounting body, ...

People & Products

25 Nov

Ex-Sagitta head fails to raise Rismark

Former Sagitta Wealth Management chief executive Peter Martin has abandoned plans to kick-off a new venture, Rismark International, after splitting with a consortium that...

Financial planning

25 Nov

FPA releases SOA guide

The Financial Planning Association (FPA) has released a practical guide on constructing Statements of Advice (SOAs) to its members in a bid to minimise the administrative...

Financial planning

24 Nov

LIC bank exposure fears dismissed

Investor fears over the high exposure of Listed Investment Companies to the banking sector have been dismissed as misguided by Aegis Equities Research in a new quarterly ...

Funds management

24 Nov

Colonial builds property alliance

Colonial First State has signed an exclusive deal to take research from global property specialists Colliers International, in a move that will also result in Colliers be...

Funds management

22 Nov

Bonds sailing well amidst competitive storm

Traditional Australian bond managers continue to add value as they race to compete with the rush of alternative fixed interest products coming onto the market, according ...

Financial planning

18 Nov

Promina package not for everyone

Promina-owned dealer groups Cameron Walshe and Guardian Financial Planning are bracing themselves for possible adviser departures after the introduction of a new terms of...

Financial planning

15 Nov

Fee for service pioneer wins industry recognition

A passionate advocate for an industry change to fee-for-service based financial planning has become only the 34th person to be awarded a fellowship of the Financial Plann...