Lucie Beaman

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Financial planning

27 February 2003

InvestorWeb gives 452 ‘Buy’ rating

Fledgling value manager 452 Capital has been given an overall ‘Buy’ rating for its Australian share product offering in InvestorWeb Research’s first ever review of the co...

Financial planning

26 February 2003

FPA reveals new fast track CFP

The Financial Planning Association (FPA) has made significant changes to its Certified Financial Planner (CFP) education program, allowing individuals with existing quali...

Superannuation

24 February 2003

New industry body for SMSF providers

A new industry body has been launched with the hope of raising industry standards amongst financial planners operating in the self managed super fund (SMSF) sector....

Financial planning

23 February 2003

Adviser cut unclear as IOOF buys AM Corp

IOOF has been confirmed as the new owner of superannuation and investment specialist AM Corporation....

Financial planning

20 February 2003

Madison signs new research deal

Sydney-based financial planning dealer group Madison Financial Group has signed on with industry research house Lonsdale Securities (Lonsec) giving the latter its second ...

Financial planning

19 February 2003

AIA proves itself able in the disability stakes

American International Assurance (AIA) Disability Income has taken first place honours in the Best Disability Product category in the inaugural Money Management/Dexx&r Ad...

Financial planning

19 February 2003

Integratec responds to industry criticism with due course

Financial services education provider, IntegraTec, has released the latest in its series of financial planning training courses, calling for a greater concentration on co...

Financial planning

19 February 2003

Macquarie joins $1 billion club with enhanced interest fund

The Macquarie Enhanced Fixed Interest Fund has broken the $1 billion mark for funds under management for the first time, after taking in more than $550 million in the 12 ...

Financial planning

19 February 2003

IOOF in race for AM Corp

IOOF has confirmed that it is a leading contender to purchase superannuation and investment specialist AM Corporation....

Financial planning

17 February 2003

Deakin pushes for growth on back of wrap launch

Deakin Financial Services is set to push ahead with its dramatic growth plans after the release of its much awaited in-house wrap service, Deakin Smartplan, later this we...