Zoe Fielding

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Funds management

1 November 2005

Commodities run produces new funds

The recent stellar performance of commodity markets has prompted the separate release of two capital guaranteed commodity products for retail investors by Macquarie Portf...

Financial planning

30 October 2005

Sealcorp fuels St George’s fire

St George’s wealth management business contributed almost 20 per cent more to the group’s profit before tax this year than in 2004, on the back of strong investment marke...

Financial planning

25 October 2005

SRI grows as planners show support

SRI is continuing to gain momentum, with funds under management in ethical investments reaching $7.67 billion, and AMP Financial Planning and Ethical Investment Services ...

Financial planning

23 October 2005

Lonsdale embraces reverse mortgages

In anticipation of an approaching “demand explosion” in the equity release market, Lonsdale Financial Group has created a preferred list for reverse mortgages, with Blues...

Financial planning

20 October 2005

NAB halves group executive committee

National Australia Bank has embarked on the next stage of the reorganisation of its business structure, reviewing its Melbourne head office operations and reducing its gr...

Financial planning

20 October 2005

Macquarie replaced by Suncorp

Research house van Eyk has dropped Macquarie’s style neutral Alpha Plus Fund as an underlying investment from its Blueprint Australian Shares Fund in favour of competitor...

Financial planning

20 October 2005

Alternatives for Super tough times

Sunsuper has turned conservative, almost doubling its allocation to alternative investments to 15 per cent in the expectation of tough times ahead....

Financial planning

20 October 2005

Former Mawson’s adviser banned

A former Mawson Securities authorised representative, Robert Pierre Macville, has been permanently banned from providing financial services after ASIC in June this year b...

Financial planning

20 October 2005

Super choice a fizzer for advisers

Hopes that the introduction of choice of fund would boost business for financial advisers appear to have been dashed, with a new survey showing the majority of planners w...

Financial planning

20 October 2005

All-in-one degree offers planning/accountancy pathways

An undergraduate degree covering accounting, taxation and financial advising will be offered by the University of Western Sydney from next year, adding an entry point to ...