Zoe Fielding

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Financial planning

20 November 2005

David Fox and Karen Payne: An alternative segmentation strategy

Client segmentation is now common practice in many financial planning businesses, but according to ThreeSixty Business Development and Consulting specialist consultant Da...

Financial planning

15 November 2005

Count optimistic on half year ahead

Count Financial expects to back up its strong performance in the first half of 2005-06, forecasting half-year earnings before interest and tax 70 per cent higher than in ...

Financial planning

10 November 2005

PIS makes NZ software play

Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....

Financial planning

7 November 2005

Dealer groups warm to Merrill’s SMAs

Merrill Lynch Investment Managers yesterday launched its first separately managed account offering in Australia, the Merrill Lynch Customised Portfolio Service, and sever...

Financial planning

7 November 2005

Sealcorp changes name

Sealcorp Holdings have a new identity, with the company shedding its former corporate brand to become Asgard Wealth Solutions, in a move to create a clear and nationally ...

Financial planning

3 November 2005

Future looks brighter for advisers

Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...

Financial planning

3 November 2005

Navigator adds four Fidelity funds

Navigator has added six funds to its Personal Investment Plan and Personal Retirement Plan platforms, including four funds from Fidelity Investments, two of which were la...

Financial planning

3 November 2005

SRIs: winners under choice

Socially responsible investing has stood out as a big winner in the new choice of fund environment, despite only a small fraction of planners currently providing socially...

Financial planning

2 November 2005

Jeffery Lucy: An ever-vigilant regulator

This year, the Australian Securities and Investments Commission (ASIC) has left little room for doubt on just how serious it is about implementing and enforcing financial...

Financial planning

2 November 2005

Peter Costello: A fund for the future

The establishment of the Commonwealth’s Future Fund, along with the ongoing implementation of the Federal Government’s Retirement Incomes Policy, has earned Federal Treas...