Liam Egan

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Superannuation

27 Jul

Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...

Financial planning

27 Jul

Conference helps FPA back into black

The Financial Planning Association is attributing a rebound in its financial position to a successful 2004 Annual Convention....

Financial planning

27 Jul

Boutique planning practices join forces

The planning practice of former Financial Planning Association board member Laura Menschik has joined forces with two other boutiques to set up a new business combining f...

Financial planning

26 Jul

A year of outperformance

It is a cruel irony that last year’s outperformance of the Australian equities sector should give few clues to fund manager performance during 2004 and the 12 months ahea...

Financial planning

26 Jul

Mariner buys JAM boutique

Mariner Financial moved into the boutique investment management market yesterday with a 47 per cent stock acquisition of pooled development fund JAM Development Capital....

Financial planning

22 Jul

History shows gearing works

Gearing is successful in a “majority of occasions” as an investor strategy to add value to a portfolio, according to new research by MLC....

Financial planning

20 Jul

ASIC investigates investment scheme

An Adelaide-based managed investment scheme that allegedly owes at least 78 investors about $56 million has been closed off by an interim order of the Federal Court....

Financial planning

15 Jul

IAG tops Oz equity tables

The research fund run by Insurance Australia Group’s funds management arm is Mercer Investment Consulting’s top performing Australian share manager in the 12 months to Ju...

Financial planning

14 Jul

Agribusiness schemes raise 54% more

The agribusiness managed investment scheme industry raised $1.024 million in 2004-05, up 54 per cent on 2003-04, according to an Australian Agribusiness Group report....

Financial planning

13 Jul

Good to report to Fox under Promina reshuffle

A reshuffle of Promina Group’s executive management team will see Tyndall Investment Management’s chief executive and chief investment officer Michael Goode reporting to ...