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Financial Planning

Equity Trustees RE for Lloyd George Management

Lloyd George Management (LGM) has become the latest addition to Equity Trustees' Responsible Entity (RE) clients list.

New training development for Securitor advisers

Financial planning group Securitor has partnered with training organisation Strategic Consulting and Training Ltd (SCAT) to deliver a practice development program for financial advisers.

Anglican Super Sydney joins AMP

The 3,000 member strong Anglican Super Fund Sydney (ASFS) has announced it will transfer its members along with its $120 million funds under management to AMP's SignatureSuper corporate super master trust.

Nestle and George Weston outsource super to Russell

Russell Investment Group has gained the administration and other consulting services for both the Nestle and George Weston superannuation funds aftter the two companies decided to outsource these functions to the global investment and superannuation ...

ING set to list with $43 million raised

Australia's first listed private equity fund of funds, ING Private Equity Access Limited (ING PEAL) has raised $42.9 million in its IPO and looks set to meet its timetable to list on the ASX on November 25, 2004.

Small caps ensure managers outperform benchmark

Research conducted by investment consulting house Intech has reported over the financial year to date, Australian share managers have outperformed the S&P/ASX 200 by 0.8 per cent achieving a return of 9.3 per cent.

NAB wins from advice driven financial planning

National Australia Financial Planning (NAFP) has achieved a 26 per cent increase in revenue and an average productivity gain of 21 per cent since implementing their new advice focused business model in April 2003.

Four new share managers for UniSuper

UniSuper has appointed ABN Amro Asset Management, Contellation Management, Concord Capital, and Herschel Asset Management as its four new Australian shares managers.

New technology marks end to traditional investment trust structure

Oasis Asset Management managing director Bruce Tustin has forecasted a trend where new technology will drive greater use of non-traditional investment vehicles, a reduction in the cost of share portfolios as the costs of unit trusts are eliminated and ...

United Funds management's first birthday delivers returns

Since its inception in September 2003 United Funds Management Ltd has achieved a return of 9.07 per cent.