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Financial Planning

Ipac revises global equities strategy

MICHAEL HOBBS  |  TUESDAY, 9 SEP 2008
AXA Asia Pacific subsidiary ipac shifts more funds into quantitative investing and away from fundamentally driven strategies when it mandated Enhanced Investment Technologies and Arrowstreet Capital to manage more than $800 million in funds.

Consumer outlook slows climate cause

MICHAEL HOBBS  |  TUESDAY, 9 SEP 2008
Financial planners may find it hard convincing clients about the benefit of socially responsible investments after a new consumer sentiment report found Australians want to take action on climate change as long as it doesn't cost them anything.

Sentry expands into Qld

MICHAEL HOBBS  |  MONDAY, 8 SEP 2008
Sentry Financial Group purchased Queensland based dealer group Keating McCullough & Associates inline with its strategy to become a top 20 national dealer group in three years.

Broken hearts from empty pockets

MICHELLE BALTAZAR  |  THURSDAY, 4 SEP 2008
Forget environmental or social concerns. A new study found that the uncertain economic climate is the single largest negative influence on the average Australian's sense of wellbeing.

Advisers open doors to $50k clients

RUTH LIEW  |  TUESDAY, 2 SEP 2008
Advisers are willing to take on clients with funds as little as $50,000 in a bid to win new business amid tough market conditions, new research shows.

New turbo charged adviser account

MICHAEL HOBBS  |  TUESDAY, 2 SEP 2008
ANZ and E*TRADE teamed up to provide financial advisers with a single cash management account that can buy and sell shares and, at the same time, earn high interest.

ASIC bans former Money Matters adviser

ASIC STATEMENT  |  MONDAY, 1 SEP 2008
Victoria-based Ian Bristow, one of the financial advisers who recommended Westpoint products to clients, has been banned from providing financial services for six years following a long drawn out ASIC investigation.

Long-term service doesn't guarantee referrals

MICHAEL HOBBS  |  TUESDAY, 26 AUG 2008
Investors who have been with an adviser for more than five years are less likely to recommend that adviser than those who have only been with one for a shorter period, according to a new survey.

Plan B bears market pain

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2008
Boutique wealth manager Plan B's full year results were not as stellar as the numbers in the half year although the company still managed to meet its earnings target and dish out higher-than-planned dividends for shareholders.

TSG adds 11 to portfolio

RUTH LIEW  |  MONDAY, 18 AUG 2008
The Salisbury Group is rapidly recruiting financial planning practices to its repertoire, recently adding 11 new businesses into its fold.