Michael Bailey

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People & Products

08 Sep

AXA appoints new Charter FP boss

AXA has moved quickly to appoint Paul Williams as its new national manager of Charter Financial Planning and Jigsaw Support Services....

Financial planning

08 Sep

Booming boutiques break $100bn mark

Assets run by employee-owned funds managers rose by 33 per cent to reach $100 billion over 2004-05, research has revealed....

Financial planning

08 Sep

Sartori takes Asia to Treasury Group

Listed funds management holding company Treasury Group will shortly launch its second Sydney-based manager of offshore equities, this one led by defector from Credit Suis...

Financial planning

28 Jul

Coin won’t flip van Eyk

Coin Software’s acquisition by Macquarie Adviser Services would not affect its marketing and product integration relationship with van Eyk Research, according to Coin fou...

Financial planning

28 Jul

PI scheme pays off

The Financial Planning Association’s (FPA) new professional indemnity (PI) insurance facility has proved its worth, demonstrating that it could save members 15 per cent o...

Financial planning

28 Jul

Ninth Aussie manager for MLC questioned

MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....

Financial planning

28 Jul

Tribeca turns away from compliance, conferences

Tribeca Learning will exit its compliance business and scale back its events business, as it braces for a disappointing finish to 2004-05....

Financial planning

28 Jul

Asgard wins corporate super business

Asgard has become the default superannuation provider for Ernst & Young’s 3,500 Australian staff....

Financial planning

28 Jul

Macquarie targets the rich with new dealer group

Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....

Financial planning

27 Jul

Fee-for-service planners win ACTU favour

The Australian Council of Trade Unions has moved to assist trade union members dealing with the new choice of superannuation fund environment by making available a list o...