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FINANCIAL PLANNING

INDUSTRY NEWS

Allianz Dresdner Asset Management (ADAM) has appointed Leanne Milton as head of retail business to increase its profile and effectiveness in the retail marketplace....

INDUSTRY NEWS

Count Financial expects to post an operating profit of $10 million for the 2003/04 financial year in line with its 30 per cent per annum growth over the past five years....

INDUSTRY NEWS

Australian Unity has snared former Perpetual executive Rohan Mead as its new group managing director with incumbent Ian Ferres staying in the job until the end of this fi...

INDUSTRY NEWS

Challenger Financial Services has revealed details of moves to corporatise the group with the announcement that it will ask shareholders to decide the company’s fate at a...

INDUSTRY NEWS

Navigator has added its first capital protected fund to its platform in a bid to coax nervous investors back into equity investments from cash....

INDUSTRY NEWS

Boutique property fund manager MacarthurCook Investment Management (NAFM) has acquired National Australia Fund Management following its purchase of NAFM’s $475 million mo...

INDUSTRY NEWS

Boutique fund manager MMC Asset Management and HGL Limited have joined forces to launch a listed investment company seeking to avoid the “herd mentality” of some fund man...

INDUSTRY NEWS

BT Financial Group will aim to boost its sale into its multi-manager offerings after signing up former MLC senior business development manager Michael Bailey....

INDUSTRY NEWS

Treasury Group has revealed its soon to list fund-of-funds company - Premium Investors - will be an absolute return offering investing predominantly in boutique Australia...

INDUSTRY NEWS

ING last week sold its 8.9 per cent holding in financial services software group IWL, in addition to three of IWL’s founding shareholders also divesting a large portion o...

INDUSTRY NEWS

Financial planning dealer group Mawson Securities has signed up 50 life advisers into its fledgling second dealer group, Aurora Financial Planning, which offers financial...

INDUSTRY NEWS

For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...

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