Fiona Moore

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Financial planning

29 May 2002

More accolades for UBS

UBS Global Asset Management has won the InvestorWeb Research Six Star Fund Manager of the Year Award, ahead of Macquarie Investment Management and Perpetual Investments.....

Financial planning

29 May 2002

Financial planners answer the call in CFP question and answer phone sessions

The Financial Planning Week national call centre has become a central awareness campaign for both the financial planning industry and the public alike....

Financial planning

29 May 2002

Businesses must update for future survival

HISTORY does not repeat itself. Business cycles, market trends and business opportunities, if missed 10 years ago, do not represent themselves for a second bite of the ch...

Financial planning

29 May 2002

Fence sitters holding back e-commerce

Administration and software provider SunGard has slammed the progress of e-commerce in Australia’s financial services sector, despite the imminent announcement of a Mfund...

Financial planning

29 May 2002

Tax strategies turn over a new leaf

The past year’s tax agenda has been characterised by the ATO’s focus on tax effective schemes and unfair loopholes. FIONA MOORE reports on some of the year’s stand out ta...

Financial planning

29 May 2002

Fiducian fuels expansion with purchase of Bodinnars

Fiducian Portfolio Services has acquired Bodinnars Personal Financial Planners for $3 million....

Financial planning

29 May 2002

CBA, NAB retain top positions

The combined Commonwealth/Colonial and National Australia/MLC groups have confirmed their top positions as the largest Australian retail fund managers....

Financial planning

26 May 2002

Shadforths to go national

As part of its national push, Tasmanian stockbroking and financial planning company, Shadforths Limited has purchased RC & A Financial Services Pty Ltd in Melbourne....

Financial planning

23 May 2002

Citibank research highlights lack of planning

Eighty-four per cent of Australians earning over $50,000 per year do not have a formal investment plan for the future, with 50 per cent relying on financial media and soc...

Financial planning

22 May 2002

Making margin calls more manageable

While margin calls can make risk-adverse clients a little weak at the knees, loan providers are now delivering a number of strategies to ease their concerns. FIONA MOORE ...