Zoe Fielding

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Financial planning

15 Mar

IFSA seeks online calculator debate

The Investment and Financial Services Association has released a discussion paper it hopes will stimulate debate among its members and in the industry about how assumptio...

Funds management

14 Mar

Strategy changes forecast as hedge funds reach capacity

Capacity constraints are likely to emerge in the hedge funds sector with demand for Australian hedge funds from retail and institutional investors expected to continue th...

Financial planning

13 Mar

FPA’s Brennan clarifies Westpoint relationship

Financial Planning Association deputy chair Sarah Brennan and industry consultant Tom Collins have spoken openly about their involvement with Westpoint Corporation, as Br...

Financial planning

10 Mar

Market will force product changes: FPA

The FPA is expecting financial services providers to modify their products in response to market demands for separately disclosed product and advice fees following the im...

Financial planning

07 Mar

Preece resurfaces at Ord Minnett

Former MFS head of distribution Sean Preece has returned to the financial services industry to take up the position of head of distribution for Ord Minnett’s asset manage...

Superannuation

06 Mar

Labor calls for tougher rules on SMSFs

The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...

Financial planning

01 Mar

Web service to fill out GPS

PlanTech is adding the final touches to a web-based service that will automatically populate the Generic Personal Statement, a document that standardises the way informat...

Superannuation

28 Feb

Alternative balanced fund for retirees

AXA has launched an alternative balanced fund for investors approaching retirement looking to draw down on their investments, which will be available to advisers through ...

Superannuation

27 Feb

AXA releases details of SMSF tool

AXA has revealed the features of its self-managed superannuation fund (SMSF) service as financial advisers begin to take over from accountants in setting up SMSFs....

Financial planning

22 Feb

Record results for IOOF

Improved cash earnings and funds under management and administration have delivered record half-yearly results for IOOF, with net profit after tax jumping 64 per cent to ...