Liam Egan

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People & Products

12 Jul

AMP appoints two regional support managers

AMP Financial Planning has appointed two regional managers to lead its new field support teams in NSW and ACT....

Financial planning

11 Jul

New CFO in Tribeca management restructure

Tribeca Learning has created the new position of director, corporate and strategy as part of a reorganisation of its senior management team....

Financial planning

08 Jul

ASIC warns on rise in unsolicited share offers

The number of unsolicited offers to investors to buy shares has increased by more than 50 per cent over the past 12 months, according to ASIC commissioner Berna Collier....

Financial planning

08 Jul

Capital Guaranteed goes into Orbits

Capital Guaranteed Investments Limited has partnered with Credit Suisse to launch three capital guaranteed securities, collectively known as Credit Suisse ORB Investment ...

Financial planning

01 Jul

Key man departure earns Portfolio Partners a downgrade

Zenith Investment Partners has placed a sell rating on Portfolio Partners’ Elite Opportunities Trust following last month’s resignation of Chris Kourtis as portfolio mana...

Superannuation

01 Jul

IFSA releases SMSF fact sheet

The Investment and Financial Services Association has released a fact sheet on self-managed super funds, the 30th fact sheet to be released in its online Getting the Edge...

Financial planning

28 Jun

Get out of Aussie assets: survey

A majority of Australian-based investment managers believe international equities will be the strongest performing asset class over the next 12 months....

Financial planning

28 Jun

Lazard tops Aussie share manager tables

Lazard Asset Management dominated Mercer Investment Consulting’s specialist Australian share manager tables for May....

Financial planning

28 Jun

Two-way traffic in Top 100

Web Abstract long compulsory...

Financial planning

28 Jun

Dealer groups not consolidating

The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...