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MICHELLE BALTAZAR  |  MONDAY, 25 MAR 2013
... report on ethical investing, gathering the views from fund manager Australian Ethical and financial planning group Premium Wealth Management, to name just a couple of ESG investment advocates interviewed for the report. The edition also features the ...

Elders hires WA regional manager

MARK SMITH  |  MONDAY, 25 MAR 2013
Elders Financial Planning has appointed Albert Di Sabatino as regional manager for Western Australia, which it says is an important step in a push for expansion in the region. According to Elders Financial Planning chief executive Helen Lorigan, Di ...

2013 FICAP RockStar crowned

STAFF JOURNALIST  |  FRIDAY, 22 MAR 2013
... FICAP has raised over $700,000 for charity since its inception seven years ago. Other winners on the night included: ANZ Wealth Best Female Artist Award - Dinah Sutton, Fidelity Perpetual Best Male Artist Award - Trent McArdle, ANZ BT Financial Group ...

Age pension is retirees' main income source

LAURA MILLAN  |  THURSDAY, 21 MAR 2013
... as other relevant factors. "The claim on the age pension dominates the balance in super for the average retiree because wealth is not evenly distributed from those members of industry funds and default funds, which means that it's going to be much higher ...

FICAP Rockstars gear up for tonight's fundraising

STAFF JOURNALIST  |  THURSDAY, 21 MAR 2013
... MLC - Kate Boyle Profusion Group - Sam Holliday UBS - Kim Renwick And they will be vying for the following honours: ANZ Wealth Best Female Artist Award BT Financial Group Best Newcomer Award Challenger People's Choice Award Perpetual Best Male Artist ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
Wealth management group netwealth yesterday announced the formation of a new national advice group which it hopes will create an attractive proposition for advisers at all stages of their career. The new national advice group brings together Pathway ...

Only 7% of fund members switched options during GFC: study

ALEX DUNNIN  |  TUESDAY, 19 MAR 2013
Super funds build their systems around investment choices yet even in response to the GFC, only a small proportion of fund members changed their investments. A research paper just published in the Australian Journal of Management, titled 'Retirement ...

Shartru Wealth and Emerge Business join forces

LAURA MILLAN  |  TUESDAY, 19 MAR 2013
Shartru Wealth Management has opened business as part of boutique investment group Shartru Capital and will be working in conjunction with accounting firm Emerge Business Advisory. The CEO of the Newcastle-based business is former director of Centre ...

So stupid it could actually make money

BENJAMIN ONG  |  TUESDAY, 19 MAR 2013
... -- and oh, also in Germany - decided to throw away the sanctity of the most sacrosanct of the average people's store of wealth, the bank deposit. You, I and Irene have read about that plan - the tax depositors for bailout plan imposed on Cyprus. To repeat ...

AXA IM launches two SmartBeta products

MARK SMITH  |  MONDAY, 18 MAR 2013
... "The smart investor recognises that equity investing involves taking on risk, but wishes to limit both longer term loss of wealth and shorter term downside volatility by avoiding, as far as possible, the stocks that are overvalued when markets head south," ...