Fiona Moore

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Financial planning

23 Jul

Saunders to forge closer Assirt/Asgard ties

ASSIRT and Asgard will form a closer relationship in the future following the appointment of Caroline Saunders to oversee Assirt’s funds research business in addition to ...

Financial planning

23 Jul

PIS restructure confirms a future for PAL

PROFESSIONAL Investment Services (PIS) will further integrate its accountancy consolidator business Professional Accountants Limited (PAL) into the planning business, aft...

Financial planning

23 Jul

The life and times of Wilson HTM

Queensland-based stockbroking business Wilson HTM completely recreated its business in 1996, because it had to. Now six years later, it has bedded down the introduction o...

Financial planning

23 Jul

Advancing out of the shadow of St George

SINCE its merger with St George Bank in 1997, and in particular over the past year, Advance Asset Management has battled to receive market attention of its own....

Financial planning

22 Jul

It’s just not easy being alternative

Alternative investments challenge the very core of investment theory because they open up the debate between relative and absolute returns. As FIONA MOORE reports, it is ...

Financial planning

22 Jul

Assirt head of research departs after four months

AFTER just four months in the job, Assirt’s head of research John Parrish has resigned, unsure whether he will stay in the research industry....

Financial planning

22 Jul

Morningstar moves on quant strategy

MORNINGSTAR New Zealand is approaching fund managers with a proposal to move to a quantitative only model for managed funds research....

Financial planning

22 Jul

IWL confirms merger with Iress

Australian sharemarket information system Iress Market Technology Ltd said today it would merge with web based financial advisory technology company IWL Ltd....

Financial planning

22 Jul

IWL does deal with IRESS

The ASX has confirmed IWL will merge with share market information system provider IRESS, giving both parties access to the financial planning and stockbroking industry’s...

Financial planning

22 Jul

Suncorp recruits planners

Just over a year since Suncorp Metway purchased the Australian GIO general insurance business of AMP for $1.24 billion, it has announced a major recruitment of financial ...