Zoe Fielding

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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

8 February 2006

Keep prospectuses short and simple: ASIC

Prospectus issuers and their advisers have failed to fully meet Corporations Act disclosure requirements to provide “clear, concise, and effective” prospectuses according...

Financial planning

7 February 2006

Pressure for reform on unsecured investments

The ACA has called for greater prudential control over unsecured investments following the winding up of two Westpoint mezzanine finance companies, and warned investors o...

Financial planning

5 February 2006

FinWiz revives Enterprise 121

Sixteen planning practices in the Financial Wisdom network have entered a program of business coaching and consulting through the dealer group’s Enterprise 121 operation,...

Financial planning

2 February 2006

PIS enters wholesale market

Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...

Funds management

31 January 2006

Perpetual, Ausbil best in local equities

Style characteristics are playing a less influential role in performance as Australian share funds face a tough year ahead, a report rating the best funds in the sector h...

Financial planning

30 January 2006

IOOF becomes FPA principal member

Advisers attending IOOF professional development days and technical training sessions will be eligible to receive CPD points following the company’s acceptance as a princ...

Financial planning

24 January 2006

ASIC performance slammed

ASIC has been too busy playing with the red tape of licence applications to perform its surveillance and enforcement activities, a damning report of the regulator’s perfo...

Financial planning

24 January 2006

Perpetual renames and relocates

Perpetual Trustees Australia has dropped the ‘trustees’ designation from its title and centralised its operations into one Sydney-based location....

Funds management

24 January 2006

Poor stock picks hit Macquarie global equities fund

The relatively weak performance of large cap stocks and some poor decisions on individual stock selection have led researcher Morningstar to rate Macquarie’s internationa...