Zurich makes key appointment

21 May 2008 | Creation of role to extend planner reach.

Merrill Lynch makes blue chip investing easier

12 April 2007 | Merrill Lynch Equities has launched a new margin lending product aimed at attracting a new generation of investors to the share market by giving them the opportunity to own a portfolio of blue chip shares.

Macquarie lends an idea

3 November 2006 | Macquarie Bank has launched a new initiative encouraging Australian investors to use debt as an effective way to accelerate wealth creation.

Westpac Financial Planning a LEAP ahead

27 September 2006 | Westpac Financial Planning has now completed the implementation of its advisory administrative tool known as the Leading Edge Advice Platform.

Greenway provides equity mortgage

22 September 2006 | Greenway Capital is set to launch an equity mortgage product into the market that will allow the family home to be used in a more flexible manner to help consumers achieve their financial goals.

ASIC moves to shut down ‘financial mentor’

14 August 2006 | The corporate regulator has sought to shut down companies associated with a “financial mentor” from Brisbane.