Zoe Fielding

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Financial planning

22 January 2006

FPA clarifies Westpoint comments amid criticism

The AIOFP has criticised the FPA’s comments last week that investors, not planners, were responsible for money lost through investments in Westpoint-associated products, ...

Financial planning

19 January 2006

Advisers divided on conflicts of interest

The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...

Financial planning

17 January 2006

Revamped Asgard software expected at year’s end

Upgrades to Asgard Wealth Solutions’ planning and practice management software will be rolled out to advisers in the last quarter of 2006, the company has announced....

Financial planning

17 January 2006

BT global property gets debut rating

As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...

Financial planning

16 January 2006

Advisers given access to online SRI course

An online training course in sustainable and responsible investing for financial advisers will qualify participants to display the Ethical Investment Association’s SRI Sy...

Funds management

15 January 2006

Hedge fund returns falling and unlikely to bounce back soon

Returns from hedge funds have declined over the past five years and are not expected to return to levels seen in the 1990s in the next three to five years despite optimis...

Financial planning

12 January 2006

Genesys teams up with Bank of Queensland

Wealth creation and risk management advice will soon be offered through Bank of Queensland branches, business bankers and the private bank following the signing of a refe...

Financial planning

12 January 2006

FPA announces new board

First time contenders Paul Gerrard and Bruce Beakey have won a seat on the FPA’s board, outpolling incumbents Andrew Heaven and Dominic Alafaci, who failed in their bid f...

Financial planning

10 January 2006

Garry Weaven: Sparking the choice debate

In the debate that raged between industry and retail funds through the year, Industry Fund Services chair, Garry Weaven, was quite successful in keeping the argument’s fo...

Financial planning

10 January 2006

AXA booms again on mandates

Commonwealth/Colonial Group, Macquarie Bank and AMP continue to hold the highest value in total investment management, but AXA has reported the largest growth in funds fo...