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Financial Planning

UBS launches soft com and Asia prod

MICHAEL HOBBS  |  FRIDAY, 6 JUN 2008
UBS launched its Global Access Fund to provide self managed super funds and other investors exposure to the soft commodities and the emerging markets.

Agribusiness needs careful planning

RUTH LIEW  |  FRIDAY, 6 JUN 2008
If you're thinking about investing in olives and almonds, timber and teak to cash in on the tax benefits, experts warn you need to invest with care.

Finding integrity in finance

RUTH LIEW  |  FRIDAY, 6 JUN 2008
Young, smart, and ambitious - some of the finance industry's up and coming stars gathered for the IFSA Future Leaders lunch yesterday to learn about integrity, leadership and how they can change today's wealth management industry.

Northward banks on top stocks

RUTH LIEW  |  THURSDAY, 5 JUN 2008
A solid company selection framework forms part of the backbone of Northward Capital's Australian Equities Fund, an offering that is now officially open to the retail sector.

Rainmaker Marketing Awards celebrate best of the best

MICHAEL HOBBS  |  THURSDAY, 5 JUN 2008
Wealth management's best and brightest marketers, advertisers and business development managers celebrated the 14th Rainmaker Marketing Symposium this week.

Macquarie EM infra index could become benchmark

MICHAEL HOBBS  |  THURSDAY, 5 JUN 2008
The Macquarie Research Equities launched Macquarie Emerging Markets Infrastructure and Development Index (MEMIDI) could become an industry benchmark for monitoring the performance of emerging market infrastructure companies.

SMAs champion tax time efficiency

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
Separately managed account (SMA) provider Direct Portfolio Services is axing brokerage for a limited time on all funds invested in its products to incentivise investors in the countdown towards the end of the financial year.

FPA launches PI insurance for members

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
The Financial Planning Association (FPA) members will have more professional indemnity insurance options after the industry body selected Jardine Lloyd Thompson (JLT) to launch its new Pro PI service.

Collins challenges planner model

MICHAEL HOBBS  |  WEDNESDAY, 4 JUN 2008
Financial planners could become irrelevant if they don't change the way they deliver advice to baby boomer and retired clients, according to Tom Collins, The Tom Collins Consultancy managing director.

AXA buys Challenger's Genesys

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
AXA's influence in Australia's financial advice industry is set to escalate with today's $150 million purchase of Challenger's financial planning business Genesys Wealth Advisers and proprietary platform Synergy.