Stuart Engel

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Financial planning

9 April 1999

InvestorWEb appoints research pioneers

GiveWell director Michael Walsh has been named on the board of in-vestment research group InvestorWeb....

Financial planning

9 April 1999

SmartApp to replace paperwork

Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...

Financial planning

9 April 1999

Be up front with fees: ASIC

Financial planners holding insurance broking licences should take note of a recent ASIC warning about disclosure of commissions....

Financial planning

9 April 1999

MFS counting on impact in Aussie retail market

US funds management giant Massachusetts Financial Services (MFS) has launched its first retail offering into the Australian market via a rebadged product which carries th...

Financial planning

9 April 1999

Top 50 hit for Deutsche

Deutsche Funds Management (DFM) is about to launch what it believes are Australia's first themed international funds....

Financial planning

9 April 1999

Ex-AIS planners form Trinity pact

Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial plan-ning group Tri...

Financial planning

9 April 1999

Liability - an adviser's fear, a dealer's worst nightmare

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...

Financial planning

31 March 1999

Macquarie exposes fund first with a minimum of risk

A new product from Macquarie Bank is the first of its kind to provide investors with a high level of exposure to an Australian share market fund without the risks usually...

Financial planning

31 March 1999

Aussies prefer the holiday road

Australians are now saving more for their holidays than their retirement, a new study reveals....

Financial planning

31 March 1999

Don’t stop there: ARISA

Reforms to the treatment of retirement income products have not gone far enough, according to the Association which fought hard for the latest changes....