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

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

16 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

4 days 21 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 2 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 19 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

2 days 22 hours ago