Articles tagged with 'money-management'

Biti steps up to new challenge

23 April 2008 | Asteron head of technical services Louise Biti has announced plans to start her own independent firm specialising in delivering financial planning technical strategies to boutiques that currently lack access to high-level tech support.


Restrictions still apply for instalment warrants

7 April 2008 | Certain borrowings by SMSFs under review.


Explorer charts a new beginning

21 September 2007 | A re-branded Explorer moves to put space between it and First Capital.


AIOFP looks to target researcher houses’ hip pockets

21 September 2007 | AIOFP to hit research houses where it hurts.


New asset class joins the A list

21 September 2007 | Global listed property explodes onto the scene.


Approved lists: ratings trump sales

31 August 2007 | Planners reveal their reasons for not using industry super funds.


CFPs named in Westpoint complaints to FICS

31 August 2007 | A total of 389 Westpoint-related complaints against 61 members of the Financial Industry Complaints Service have been received in total by the organisation – some of them involving Certified Financial Planners (CFPs).


Biotech’s the way of the future

24 August 2007 | Specialist investment firm sees 2008 as the year of the Australian biotech firm.


Macquarie Fortress hit by sub-prime fears

1 August 2007 | Notes could lose up to 25 per cent in value.


Ascalon adds to equity holdings

19 July 2007 | Fund manager broadens investment offering.


No adviser fallout from fund collapses

13 July 2007 | Recent fund collapses have served to highlight the value of advice.


Proceed with caution

2 July 2007 | Zenith’s international shares sector review has highlighted some risks.


Another milestone for super

29 June 2007 | Latest statistics show superannuation inflows keep going from strength to strength.


May 2007: Structured products: the comfort of capital protection

27 June 2007 |


May 2007: The fine print of philanthropy

27 June 2007 | Tim Hardy offers an insight into the tax and timing issues of implementing clients’ giving strategies.


May 2007: Structured products: the next generation

27 June 2007 | Structured products have evolved in the past year to become simpler and more affordable, writes CATHY KOVACS


High-conviction pays for ASAM

18 May 2007 | For boutique Australian equities fund manager, Adam Smith Asset Management (ASAM), the secret behind their success lies in the two decades of experience in its founders.


Researchers’ poor report card

30 April 2007 | Abstract Long


Managers lack confidence in raters

23 April 2007 | Australian fund managers have delivered a blow to industry research houses, with a large number of them labelling the work and delivery of researchers as being of average standard.


Lonsec on top for second year in a row

20 April 2007 | Australian fund managers have tipped their cap at research house, Lonsec, declaring them the research house they consider most influential.


Last call for Paraplanner of the Year

29 September 2006 | Entries close this Sunday, October 1, for the prestigious Paraplanner of the Year Award.


Top 10 most influential, 2004: Ones to watch

13 January 2006 | Web Abstract long compulsory


(2 December, 2004) The price is right: what is my planning business worth?

17 October 2005 | There is much irony in the fact that most advisers can not agree on what a financial planning business is worth.


(2 December, 2004) Common way to value planning businesses:

17 October 2005 | Web Abstract long compulsory


(2 December, 2004) Investors grow wary of portfolio churners

17 October 2005 | Web Abstract long compulsory


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
Yes
 
86%
No
 
14%
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