Liam Egan

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News by this author

Financial planning

06 Sep

Investor Group continues Melbourne expansion

Listed financial planning and accountancy business Investor Group is to acquire planning firm Hayes Knight Melbourne and merge it with WHK Greenwoods Melbourne on January...

Financial planning

01 Sep

Sweeping changes: riding the conflicts controversy

If anyone had any doubt about how conflicts of interest, whether real or perceived, are impacting on the image of financial planners, then they only had to listen to a sp...

Financial planning

31 Aug

Tropical hide-aways become scamster’s paradise

Wealth creation seminars and internet scams involving exotic tropical locations have been singled out by the Australian Securities and Investments Commission as featuring...

Financial planning

30 Aug

Reverse mortgages called on to plug savings gap

Post-retirement incomes for the bulk of Australians over 65 will fall well short of desired levels over the next decade unless reverse mortgages are used to supplement th...

Financial planning

25 Aug

Avanteos gets access to CFS wholesale

Wholesale wrap platform Avanteos has signed a deal with Colonial First State to access its FirstChoice wholesale multi-manager funds....

Financial planning

24 Aug

Investor Group bolsters Sydney presence

Four Sydney partners of independent dealer group Bentleys MRI Australia (BMRIA) are to join listed accountancy and financial planning group Investor Group through its sub...

Funds management

22 Aug

Wealth management lifts AXA result

A strong wealth management performance in Australia and New Zealand helped lift AXA’s net profit for the half-year to June 30 by 36 per cent to $246 million....

Financial planning

19 Aug

Good news for Perpetual investors

Perpetual Trustees is the next financial services company off the reporting season blocks to herald good news for investors, with strong growth in funds under management ...

Funds management

17 Aug

Adviser confusion prompts AMP property offering

Indecision by financial planners over how to allocate property to client portfolios under current market conditions was a key motivator for the launch of AMP Capital Inve...

Financial planning

16 Aug

Retail push signals strategic shift for Russell

Russell Investment Group has made a significant strategic shift to its Australian business, launching a series of multi-manager funds which are targeted exclusively at re...