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Advisers should provide advice for philanthropy too

... at-times tense relationship between planners and accountants, Gonski stressed that financial planners should be "right on the top of this wave" of helping their clients or else they "abdicate this area to the accountants". Private philanthropic funds ...

Bellwether returns for new boutique

... per cent gross return over the twelve months to 30 September 2005, placing it as Intech's Australian Shares Interim survey's top performer. The fund ranked number one, for the month, quarter and year to September for gross performance, although is not ...

Market wrap

AAP  |  THURSDAY, 17 NOV 2005
... Index was up 23.13 points at 14,650.54. WELLINGTON - The sharemarket jumped over 20 points, booted by a two per cent rise in top stock Telecom. The benchmark NZSX-50 index rose 23.1 points to 3334.76, while the NZSX-All capital index gained 7.13 points ...

Coin ranked number one - again

Coin Software Pty Ltd has been awarded top ranking for the second consecutive year in Investment Trends' 2005 Competitive Analysis Report for Planning Software. The ranking comes after Investment Trends reviewed financial planning applications available ...

Australians will pay for ID fraud protection: Unisys

... industry's credit, Australia has suffered less instances of ID fraud than other countries. The country ranked sixth with the top three reporting the most number of victims coming from the US, the UK and Brazil. Nearly 50 per cent of those surveyed said ...

Market wrap

AAP  |  FRIDAY, 11 NOV 2005
... 2196.68. The turnaround in the Dow average came after shares of General Motors had dropped to a 23-year low. LONDON - Britain's top shares ended lower as falls by key stocks such as oil giant BP and mobile phone titan Vodafone took away from gains among ...

Bank profits drive super savings: ABA

... industry fund ARF Super - which is one of the few super funds to openly disclose its shareholdings - list banks as four of their top five shareholdings. David Bell, ABA chief executive says the focus should not always be on bank fees because that misses ...

Market wrap

AAP  |  THURSDAY, 10 NOV 2005
... Poor's 500 Index was up 2.06 points at 1220.65. The Nasdaq Composite Index was up 3.74 points at 2175.81. LONDON - British top shares closed lower after utility Centrica fell and several blue-chip stocks traded ex-dividend. The FTSE 100 share index closed ...

Millenium 3 buys Synergy

... Information's latest figures, Millenium 3 boasts a network of 340 financial advisers nationally. It is ranked as one of the top 20 financial adviser groups in the country with an estimated $2.5 billion of funds under advice (2004 figures). The Synergy ...

AFA Adviser of the Year announced

... and his small team have managed to provide impressive personal service with an eye for detail to their large client base. On top of that, Jim still finds time to consistently contribute to his community." Tom Brown, chief executive of Zurich Financial ...