Sara Rich

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News by this author

Financial planning

23 Jun

Asgard and Macquarie voted the best by advisers

Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platf...

Superannuation

23 Jun

BNB and Primelife propose new retirement and aged care fund

A new retirement and aged care industry fund is on the horizon, following talks between Primelife Corporation and Babcock & Brown, although details are yet to be finalise...

Financial planning

22 Jun

Bank of Ireland announces joint venture with US company

The Bank of Ireland Group has taken a leap forward in its strategy to grow a portfolio of niche, skill-based businesses internationally by announcing a joint venture with...

Financial planning

22 Jun

Innovest to provide Five Oceans with research

Five Oceans Asset Management has chosen Innovest Strategic Value Advisors, a rater of publicly held companies, to provide specialist research for its business....

Financial planning

22 Jun

The Brokerage sets a new standard

Mortgage dealer group The Brokerage has raised the entry bar for its brokers with a new professional standards policy....

Financial planning

20 Jun

Australia’s consolidated assets hit $1 trillion

Federal Treasurer Peter Costello acknowledged Australia’s passing of the $1 trillion mark in consolidated assets by saying it reflected the nation’s status as the global ...

Financial planning

19 Jun

Half of all advisers using FirstChoice: Assirt

Colonial First State has stolen a march with its flagship FirstChoice platform, with the latest Assirt/Wealth Insights Service Level Survey revealing that it is being use...

Financial planning

16 Jun

New changes to Macquarie’s portfolio loan

In a move Macquarie Bank is calling an Australian first, its portfolio loan customers can now draw unlimited funds from their loan facility online....

Financial planning

15 Jun

Asgard and Macquarie voted best

Asgard and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as the best platform provider and fund m...