Zilla Efrat

View articles by Zilla

Zilla 's social profiles:

News by this author

Financial planning

24 Jun

MLC releases key products for advisers

MLC has unveiled a new investment system for advisers which, it says, will take the master trust concept into a new era....

Financial planning

24 Jun

Fraudulent adviser gets six years

Former Financial Wisdom financial adviser Stuart John Forsythe has been gaoled for six years by the Newcastle District Court on 33 Aus-tralian Securities and Investment C...

Funds management

24 Jun

The continuing rise of property - residential

Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...

Financial planning

24 Jun

Tower keeps building on its growing reputation

Tower Asset Management's forte in Australian equities has helped it win $715 million in new money to manage lately. ...

Financial planning

10 Jun

SSB surfs the net with online trading

Salomon Smith Barney is poised to enhance its service to its finan-cial planning customers when it launches into cyberspace later this year, using a product called the Te...

Financial planning

10 Jun

Australian managed funds set to pass record milestone

Australia's managed funds industry is poised to break through the $500 billion for the first time....

Policy & Regulation

10 Jun

Aussies fail to see life's tax benefits

A large proportion of Australians aged 18 to 59 are unaware of the tax benefits associated with life insurance and income protection, a recent survey commissioned by MLC ...

Financial planning

10 Jun

Macquarie banks on more planning growth

Macquarie Bank is planning to step up its first foray into financial planning operations, after merging its direct retail funds management business with Macquarie Equitie...

Financial planning

10 Jun

RetireInvest saga rolls on

Former Australian Olympic rower Hamish McLachlan has been permanently banned from acting as a representative of a securities dealer or of an investment adviser....

Financial planning

10 Jun

Perth firm sets a precedent with WA's KPMG

Perth-based Precedent Financial Planning has bought KPMG's Western Australian financial planning arm, creating a new force with $400 million in combined assets under advi...