Zilla Efrat

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Financial planning

15 Apr

AOL, Intuit deal gives members a ride on the superhighway

Australian members of AOL now have access to the Quicken.com.au investment service, thanks to a recent alliance formed between AOL in Australia and Intuit, a leading inte...

Financial planning

10 Apr

Planners in the money

Financial planners are sitting pretty. Not only are they in great demand, but many are earning in excess of $100,000 a year and most can expect good increases in the comi...

Financial planning

10 Apr

Our planners 'streets ahead' of UK, USA

Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...

Financial planning

10 Apr

SMF lands beancounter fund

Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....

Financial planning

10 Apr

APIR now back on track

New codes which identify parties to electronic commerce transactions are being developed for financial planners....

Financial planning

10 Apr

Loan's nil interest credit card a first

ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...

Financial planning

10 Apr

Macquarie builds from the bottom up

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...

Financial planning

10 Apr

Member choice market hots up

A new study has confirmed member investment choice has been sweeping though the Australian superannuation industry....

Financial planning

10 Apr

Business as usual for BT - under Principal's wing

Now that it is firmly in the Principal fold, BT Funds Management is back in action and spreading that message on a roadshow to financial planners this week. Zilla Efrat i...

Financial planning

10 Apr

Merrill rolls out network

Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...