Zoe Fielding

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Financial planning

1 June 2005

PIS Asia deals to go ahead

Professional Investment Services will next week finalise a deal to take an equity stake in a Malaysian financial planning practice, and is poised for further expansion ac...

Financial planning

26 May 2005

Navigator unveils free super clearing house

Navigator has introduced a free online system which it claims will help employers administer payments to different employee super funds when choice begins on July 1....

Financial planning

25 May 2005

Count set to grade adviser

Count Financial will introduce a new adviser grading system from July 2006, which will split advisers in the independent financial planning network into three levels, bas...

Superannuation

25 May 2005

Watchdog to monitor accountants on SMSF

Accountants could face fines of up to $220,000 if they provide misleading advice on self-managed super funds....

Financial planning

25 May 2005

Acadian, Axa Rosenberg boost Oz presence

Two international fund managers are increasing their presence in Australia with Acadian Asset Management and Colonial First State forming a joint venture, and AXA Rosenbe...

People & Products

19 May 2005

Former BT head joins Bluestone Group

The former head of BT Financial Group, David Clarke, has returned to the industry as chair of non-conforming and equity release lender, Bluestone Group....

Financial planning

19 May 2005

ASIC to watch unsolicited share offerer

The Australian Securities and Investments Commission has accepted an enforceable undertaking from an Adelaide man who contravened the Corporations Act when he made unsoli...

Financial planning

19 May 2005

Fight bears with value managers: Navigator

Value-oriented fund managers perform best in a bear market, according to new Australian equities manager research from a major platform provider....

Financial planning

19 May 2005

Calculator to put funds head to head

The Australian Securities and Investments Commission has sent another strong signal that it plans to take a hands-on role to police the superannuation industry in the lea...