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Financial Planning

AXA planner profitability model delivers

A business planning model provided by AXA across its dealer group just under a year ago proved to be a winning formula helping planners who took it up to deliver six times more than those who opted out of the service.

FutureWise on track with advisers

RUTH LIEW  |  TUESDAY, 24 JUN 2008
Over 300 advisers have given Macquarie's FutureWise platform the thumbs up when it comes to user and underwriting support, communications and application process ease, a new survey shows.

MLC group insurance offers real time updates

MLC Group Insurance revamps its website to offer real-time updates and downloadable reports to help advisers and insurance brokers who want access to their insurance data 24/7.

Ascalon buys 50pc stake in Sigrun

MICHAEL HOBBS  |  MONDAY, 23 JUN 2008
Ascalon Capital Managers continues its strategy to buy strong financial services firms, after purchasing a 50 per cent equity stake in high conviction investment manager, Sigrun Asset Management.

FTI Aus unveils global equity fund

RUTH LIEW  |  MONDAY, 23 JUN 2008
Franklin Templeton Investments Australia has launched the Franklin Global Equity ex-Australia strategy to institutional investors.

CFA launches SRI guidelines

MICHAEL HOBBS  |  MONDAY, 23 JUN 2008
The CFA Institute produced a top 10 list of responsible investment guidelines to help investors understand and incorporate socially responsible investments (SRI) into their portfolio.

T.Rowe Global Equity fund 'highly recommended'

MICHAEL HOBBS  |  FRIDAY, 20 JUN 2008
The T. Rowe Price Global Equity Fund received a 'highly recommended' rating from independent research firm Lonsec after exhibiting a robust investment strategy and experienced management team.

Loomis Sayles taps luxury goods and alt energy

MICHAEL HOBBS  |  FRIDAY, 20 JUN 2008
US based investment manager Loomis Sayles is positioning its Global Growth fund to capture global consumer expenditure in luxury electronic items and rising demand for alternative energy sources despite the on going global economic slump.

AXA term deposit up by 25 pct

MICHAEL HOBBS  |  FRIDAY, 20 JUN 2008
AXA Australia saw a 25 per cent increase in term deposit investments after adding ANZ and Westpac Bank onto its Summit investment menu on 26 May this year.

CFS takes infrastructure to the front line

RUTH LIEW  |  FRIDAY, 20 JUN 2008
Colonial First State (CFS) may be best known for favouring highly liquid assets but the group is slowly but steadily turning to infrastructure based on new fund developments.