Zoe Fielding

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Financial planning

20 February 2006

DIY and corporate funds out, industry super funds in

Self-managed superannuation funds are unlikely to grow as quickly as other fund types, while corporate funds will lose members in the short term, a research report has pr...

Financial planning

19 February 2006

Asgard distribution loses another team member

Asgard Wealth Solutions has lost another key figure from its distribution team with the departure of associate director of institutional business services Wes Gillett....

Financial planning

19 February 2006

ASIC eyes commissions as Westpoint wound up

Liquidators have been appointed to wind up Westpoint Corporation following an application by ASIC to have the company shutdown on grounds of insolvency....

Financial planning

16 February 2006

Industry cautious on new model SOAs

The corporate regulator remains enthusiastic about creating additional model Statements of Advice (SOAs), despite only a “mutedly positive” response to the initiative fro...

Financial planning

16 February 2006

Dazza returns to TV

The FPA will resume its value of advice advertising campaign, with Dazza and his well-intentioned yet dubious quality financial advice set to return to television screens...

Financial planning

16 February 2006

Extra education on equity release

Advisers and consumers will soon have greater access to information about reverse mortgages as Sequal prepares equity release education standards for advisers, and ASIC l...

Financial planning

14 February 2006

Cuffe departs Challenger

Challenger Wealth Management chief executive Chris Cuffe will step down from his role on June 30 this year to pursue interests outside of financial services....

Financial planning

14 February 2006

Global multi-managers outshine locals

Multi managers offered mixed performance in 2005 with growth multi-managers and those in global equities achieving strong results, while multi-managers in the Australian ...

Funds management

12 February 2006

Aussies prefer shares, but still keen on property

Despite consumer concerns over interest rates, the proportion of investors planning to purchase direct property in the next 12 months has dropped only slightly from 34.8 ...

Financial planning

12 February 2006

Four fold increase in world managed account market

Investor enthusiasm for managed accounts, which include unified managed accounts, separately managed accounts and wraps, is expected to continue as the value of assets he...