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Financial Planning

HK investors win big on game show

COMPANY RELEASE  |  MONDAY, 19 OCT 2009
Hong Kong's securities and futures market regulator is taking financial literacy to another level with a three-stage investments game show where contestants can win up to $7,000 in cash prizes.

IMF funds Great Southern action

COMPANY RELEASE  |  MONDAY, 19 OCT 2009
IMF (Australia) has agreed to fund a group action against Great Southern Plantations on behalf of investors who exchanged their woodlot interests for shares in Great Southern during the course of Project Transform.

Chinese Australians return to the East

RUTH LIEW  |  THURSDAY, 15 OCT 2009
Chinese Australian investors have never been far from their Chinese roots and portray a different investment mindset to the average Australian investor, as many yearn for bigger exposures to Asia, according to one specialist fund manager.

ANZ recruits retirement specialists

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
ANZ has recruited and trained an army of employees to fill a new role; retirement banking specialist, to assist customers prepare for retirement.

Sentry buys AFG Financial Planning

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
National dealer group Sentry Group has acquired the financial planning arm of Australia's largest mortgage broker, Australian Finance Group - bringing Sentry's funds under advice to $2.2 billion.

AIOFP elects new board for PCM

MICHELLE BALTAZAR  |  TUESDAY, 13 OCT 2009
AIOFP members have elected a new board to oversee the association's member-owned business, Personal Choice Management, ahead of a bidding war on which platforms will manage around $4 billion of fund inflows on their behalf.

Coin signs Suncorp Life for three yrs

COMPANY RELEASE  |  TUESDAY, 13 OCT 2009
Coin Software has signed a second three-year agreement with Suncorp Life.

Bassanese backs Aus eqs and LPTs

MICHAEL HOBBS  |  TUESDAY, 13 OCT 2009
Pennywise Investment, an exchange traded fund (ETF) specialist developed by economist David Bassanese, is keeping an overweight position in Australian equities and local listed property, despite some experts saying the market is overvalued.

Thin line between values and money

MICHELLE BALTAZAR  |  MONDAY, 12 OCT 2009
Online tools are now available that can help financial planners find out their client's core values and use that information to design a financial plan that is realistic in the long run.

UK platform assets rise 25 pc

COMPANY RELEASE  |  FRIDAY, 9 OCT 2009
In a sign that UK investors could be more confident in the local equity market, one of the largest independent financial planning platforms in region has hit over $30 billion in assets under administration, rising by 25 per cent since the start of the ...