Nicole Szollos

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Financial planning

05 Sep

Second ASIC executive poached

Australian Securities and Investments Commission (ASIC) senior executive Shane Tregillis, who was closely involved with the development of ASIC policy papers in response ...

People & Products

03 Sep

Atfield joins APRA

Former Mercantile Mutual managing director Rodney Atfield has joined the Australian Prudential Regulation Authority (APRA) as an independent member of the Board....

Financial planning

30 Aug

FSRB delayed to March 2002

The financial services industry has been given an extra six months to prepare for the Financial Services Reform Bill (FSRB), after a starting date of 11 March, 2002, was ...

Financial planning

20 Aug

Lifespan deals a first

Lifespan is about to unveil what it believes is Australia’s first fully Web-based financial planning system. Nicole Szollos reports on a dealer group on the verge of a ma...

Financial planning

14 Aug

BT exits registry business

BT Financial Group has sold its registries division to Australia’s largest provider of share registration services Computershare....

People & Products

10 Aug

Garrisons joins Visiplan band

Garrisons financial planning group is the third major advisory group to sign up to deliver InvestorWeb’s VisiPlan software....

Financial planning

09 Aug

DAM integrates global bond team

Deutsche Asset Management (DAM) has restructured its global bond team to integrate its fixed income process across its branch offices....

Financial planning

08 Aug

Burke jumps ship

Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...

Financial planning

07 Aug

R & D is key for industry to go forward

The asset management industry needs to commit significant time and resources to innovative product research and development in the future, to keep pace with growing consu...

Financial planning

07 Aug

Alliance enriches aggregation service

Australia’s first account aggregation provider Financial Enrichment has joined forces with global information group CMG Admiral to increase its offerings to the Australia...