Liam Egan

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News by this author

Financial planning

19 Apr

Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....

Financial planning

19 Apr

Managed funds rise in popularity

Managed funds are finding increasing favour with Australian households as a diversification strategy, according to the latest ING Melbourne Institute Household Savings an...

Financial planning

18 Apr

Tower spin-off to offload small shareholders

Tower spin-off Australian Wealth Management is seeking to offload its small shareholders, claiming the cost of maintaining them on its share registry is too onerous....

Financial planning

15 Apr

IFSA welcomes Government ID security campaign

A proposal by the Federal Government to strengthen identity security measures has been welcomed by the Investment and Financial Services Association as critical to the su...

Financial planning

08 Apr

Balanced funds post negative returns

Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....

Financial planning

07 Apr

Industry bodies to vote on merger

The Securities Institute of Australia and the Australasian Institute of Banking and Finance are to merge, subject to member approval from both organisations....

Accounting

31 Mar

Accountant banned for unlicensed investment schemes

An Adelaide accountant who set up and promoted managed investment schemes without a financial services license has been banned from providing financial services for three...

Financial planning

22 Mar

Ex-Retireinvesters say ‘aye’ to Iris

Iris Financial Group has been confirmed as the new name for the breakaway dealer group of 22 RetireInvest planners from Victoria, as flagged by Money Management earlier t...