Stuart Engel

Stuart Engel

News by this author

Godfrey Pembroke founder and respected industry figure John Godfrey will chair the FPA when John Hewison steps down in November....

Ipac is to unveil a program of equity options to financial planning firms this week in an effort to become Australia’s “national, pre-eminent advice and implementation gr...

The recent round of strong one year numbers for Australian equities funds should be tempered with the knowledge that one year ago, the markets were being battered by the ...

Morningstar has fired its latest salvo in the battle among researchers for the hearts and minds of advisers and investors with the launch of a new portfolio construction ...

Australian Skandia has become the first financial services group to take up the Morningstar global style box tool as a key element in the launch of its first products int...

Analysis by this author

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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