Barbara Messer

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Financial planning

02 Sep

Fledgling Portfolio Partners poised to bounce back

A new management team at Norwich Union’s funds management arm, Portfolio Partners, could help the fledgling group reverse the problem of rapidly outflowing funds, accordi...

Financial planning

30 Aug

Parsons steps down at Invesco

Michael Parsons has stepped down as chief executive officer of Invesco Australia, citing personal reasons as the driving force behind his decision to leave the company....

Financial planning

29 Aug

Macquarie wrap leads inflows: Assirt

Master trusts and wraps continue to snatch significant sums of money in the funds management game, drawing $5.9 billion in net inflows in the June 2002 quarter. But fortu...

Financial planning

29 Aug

AdvantEdge loses key staff to Macquarie

Dealer group AdvantEdge has lost three key players to Macquarie Bank, including its founder Jane Watts who has moved on to head up a similar venture within Macquarie’s Fi...

Financial planning

29 Aug

APRA subjects itself to scrutiny from the inside

THE Australian Prudential Regulation Authority (APRA) will subject itself to its own regulatory gaze following the appointment of John Doble, who joins APRA next month to...

Financial planning

29 Aug

Tower builds platform to aid integration

IN A MOVE that reflects recent restructuring at Tower Limited, Tower Australia has announced it will use Powerlan and IBM technology to build an administrative system tha...

Financial planning

29 Aug

Divorcees create super opportunity for planners

FINANCIAL planners should be on the lookout for substantial new business opportunities as a result of the soon to be implemented legislation changing the way superannuati...

Financial planning

29 Aug

Fiducian grows its Field of Dreams

Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....

Financial planning

26 Aug

Snowball sails off with P&O deal

The Snowball Group has scored a valuable deal to provide financial planning services to global shipping firm P&O, which employs 6,000 staff across Australia....

Financial planning

22 Aug

Avenue leads Oasis towards further growth

Oasis Asset Management has struck its sixth client deal, with Avenue Asset Management becoming the latest firm to sign up for its customised financial planning products....