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Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...

Aussies shun local equities

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
... Aussie equities this quarter. Around 57.9 per cent are neither less nor more likely to overweight to local equities over the next three months. Casting their eye on the local economy, investor sentiment seems to remain in the red - with an average rating ...

Bill failed, what next?

MICHELLE BALTAZAR  |  TUESDAY, 30 SEP 2008
... wait. But now, I think we're pretty close to the bottom so if you just buy the top 10 shares on the ASX and hold them in the next five years, you'll make a lot of money, there's no doubt about that." He said that while the proposed bail-out bill failed ...

The Cambridge Strategy appoints currency expert

MICHELLE BALTAZAR  |  FRIDAY, 26 SEP 2008
... the firm's exposures through the Asian time zone. She will be moving to Hong Kong to set up the firm's office there early next year. Prior to joining The Cambridge Strategy, Edstein was a senior portfolio manager for Red Centre Capital, an Asian Macro ...

SWIFT fast tracks insurers

MICHELLE BALTAZAR  |  THURSDAY, 25 SEP 2008
... brokers and reinsurers move from paper-based admin processing to an automated format using a standardised industry platform. By next year, a central platform for electronic data transmission will be launched and then piloted for 12 months. The project ...

Omgeo expands derivatives tech

MICHELLE BALTAZAR  |  WEDNESDAY, 24 SEP 2008
... later this year and its product, Omgeo Central Trade ManagerSM will offer functionality for exchange-traded derivatives, by next year.

Allianz provides BankWest insurance

MICHAEL HOBBS  |  WEDNESDAY, 24 SEP 2008
... Finance. The deal means besides new debtor customers, existing debtor finance clients will been transitioned to Allianz in the next two months. Brad Bartlem, Allianz Finance chief executive, said the firm is pleased it can help facilitate growth by providing ...

Synchron attracts 50 young professionals

RUTH LIEW  |  TUESDAY, 23 SEP 2008
Non-aligned dealer group Synchron has recruited more than 50 young finance professionals to attend its Next Generation Sales Conference to be held in November. "Synchron will have over 50 young attendees at our three-day conference which is aimed at ...

ASIC tightens short-selling rules

MICHELLE BALTAZAR  |  MONDAY, 22 SEP 2008
... universe? The answer is no. Our fund-of-funds portfolios have done well even in bad markets." What will take a hit over the next month are Contracts for Difference (CFDs) providers as the new rules mean they cannot add to existing CFD shorts and no shorts ...

AMP planning school broadens intake

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
... Financial Planning Academy is accepting recruits from Western Australia, South Australia and the Northern Territory in its next intake. The next intake begins next week and the program starts in January. Tim Steele, AMP Horizons Financial Planning Academy ...