Stuart Engel
News by this author
10 May
Perth-based financial service boutique Epic Asset Management has completed its initial fund raising and acquired the assets of superannuation administrator Gilpear Group....
08 May
Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust....
04 May
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....
03 May
Master trusts will continue their meteoric rise over the next five years, growing faster than any other investment vehicle....
03 May
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...
30 Apr
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...
26 Apr
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...
26 Apr
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...
26 Apr
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....
26 Apr
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....
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Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
1 week 3 days ago
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
3 days 10 hours ago
ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....
1 week 2 days ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...