Zilla Efrat

Zilla Efrat

News by this author

15 September 1999

One of Australia’s best loved brands is about to play its hand in a move to make a dent on the rapidly growing financial services market....

1 September 1999

In another sign that financial planning at the Big Five accounting firms is undergoing a major shakeup, a group of advisers, headed by Deloitte Financial Services directo...

1 September 1999

Legal skills are not the monopoly of lawyers. They can, and should, be developed by financial planners if they wish to stand alongside other professionals such as lawyers...

1 September 1999

Table: Snapshot of the way they were: KPMG Financial Services: Believed to be the largest player with $520 million of funds under advice, 16 advisers and about 1,000 clie...

1 September 1999

Over the past decade, education has become the order of the day in the United States-defined contribution (401-k) market with retirement responsibility swinging from empl...

18 August 1999

Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...

18 August 1999

Financial planners may have a far higher success rate than most other small businesses, but there’s still plenty of room for improvement. Zilla Efrat asks some of the ind...

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...

21 July 1999

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 2 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 3 days ago