Stuart Engel

's social profiles:

News by this author

Financial planning

10 May

Epic venture braves financial planning and super business

Perth-based financial service boutique Epic Asset Management has completed its initial fund raising and acquired the assets of superannuation administrator Gilpear Group....

Financial planning

08 May

Lumley bags Asgard deal

Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....

Funds management

04 May

Credit Suisse named Fund Manager of the Year

Credit Suisse has blitzed the field in the 2001 <I>Money Management</I>/Assirt Fund Manager of the Year to take out overall line honours in the awards....

Financial planning

03 May

Master trusts continue meteoric rise

Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....

Financial planning

03 May

Challenger bring US funds into Australia

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

30 Apr

Challenger bring US funds into Australia

Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...

Financial planning

26 Apr

Evolution of a new Partnership

Late last year, Mercantile Mutual announced the engagement of its two accounting based financial planning groups. Stuart Engel discovers a very different regime at the ne...

Financial planning

26 Apr

Too much at stake, too little time

Within hours of the introduction of the Financial Services Reform Bill into the House of Representatives at the start of this month, almost all financial services associa...

Financial planning

26 Apr

Planners list HFA funds

A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....

Financial planning

26 Apr

Bleakleys and AIS planners sever Partnership

Less than one in four planners from Bleakleys and Advisor Investment Services will make the transition to Partnership Planning under tough new guidelines for the group....