chief executive officer

Superannuation

Wraps and master trusts – Jury is out as wrap developers take the super approach

Wrap account developers have hailed the recent introduction of superannuation into the wrap structure as a major breakthrough. Samantha Walker takes a look at the financi...

Financial planning

Complaints merger on hold

Any plans of a merger between the Life Insurance Complaints Service (LICS) and the Financial Services Complaints Resolution Scheme (FSCRS) have been scuttled, at least in...

Financial planning

Curtain raises on world stage for HSBC

The void at the top of HSBC Asset Management has finally been filled. John Wilkinson spoke with the two new executives about their plans to make the Australian operations...

Financial planning

No advances on super charge

News that the Federal Government has dropped the advance instalments on its unpopular superannuation surcharge has been widely welcomed....

Financial planning

Colonial First State’s philosophy is a winner

Colonial First State says its recent gong as Money Management Fund Manager of the Year is no flash in the pan. Zilla Efrat looks behind the group's impressive numbers and...

Financial planning

…as embattled advisers watch super funds start their own planning arms

Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....

Financial planning

Industry funds set their sights on planning arms

Members seeking advice about their superannuation are driving industry funds to form their own financial planning arms....

Funds management

Overall winner, Money Management Fund Manager of the Year

1st: Colonial First State 2nd: Merrill Lynch Mercury Asset Management 3rd: Commonwealth Financial Services...

Financial planning

Colonial First State nabs highest honour

Colonial First State has been awarded the investment industry's highest accolade as Money Management's Fund Manager of the Year....

Financial planning

Shrinking costs for expanding Colonial

Colonial’s Australian Financial Services division has reported a profit of $212 million, up 38 per cent, for the year ending December 31, 1998....

Financial planning

Colonial consolidates products

Colonial is to slash its retail product range as part of the rationalisation following the mergers with Legal & General and Prudential....

Financial planning

Age-old problem needs swift, decisive reform

The Financial Planning Association is developing a concerted campaign to put retirement income issues on the Federal Government's agenda. Here, Michael McKenna puts the c...

Financial planning

Wallis stocktake: was it value for money?

A little under two years ago, the Wallis inquiry handed down its 700-plus-page stock-take on the financial system. So it’s appropriate to take stock of what has happened ...

Financial planning

So, what’s in store next from the MLC tucker bag.

Fleet of foot or lumbering giant: that is the choice facing the country's biggest distribution networks as they enter a new phase in competition and legislated changes. S...

Financial planning

Expansion is on Accent’s mind

Melbourne-based adviser group Accent Investment Services is planning to add two more practices to operate under its brand this year and is also considering expanding inte...