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Financial Planning

REST and First State Super seed St Hilliers No. 4

Property fund manager St Hilliers defied the property doom and gloom when it staged its largest equity raising this week thanks to a $200 million cash injection from super funds REST and First State Super.

ING snaps up Zurich advisory group

RUTH LIEW  |  FRIDAY, 23 MAY 2008
Zurich Financial Services Australia (Zurich) has sold its 141-strong advice and insurance broker advisory group Financial Lifestyle Solutions (FLS) to ING-owned Millennium3 Financial Services.

van Eyk reviews equity income

MICHAEL HOBBS  |  FRIDAY, 23 MAY 2008
Research house van Eyk has reviewed the Australian equity income sector for the first time following growing retiree interest in the strategy.

Macquarie launches defensive options

RUTH LIEW  |  FRIDAY, 23 MAY 2008
Macquarie Banking and Financial Services Group is tapping the defensive investment solutions market as investors scramble to shield themselves from market volatility.

CommSec extends its reach

WWW.THESHEET.COM  |  FRIDAY, 23 MAY 2008
Commonwealth Bank executive general manager for private client services, Edward Tait, describes the bank's online brokerage CommSec as a financial services supermarket.

ABN AMRO launches Altera

RUTH LIEW  |  THURSDAY, 22 MAY 2008
ABN AMRO has launched Altera Securities, a five-year structured investment that provides equal exposure to emerging markets, global infrastructure and commodities with the security of a 100 per cent capital guarantee.

GES and Limestone launch Eastern Europe SRI fund

MICHAEL HOBBS  |  THURSDAY, 22 MAY 2008
An Eastern European-centric socially responsible investment (SRI) fund has been developed by European-based responsible investment research provider GES Investment Services and Estonian-based Limestone Investment Management.

Falkiner heads to Double Bay

RUTH LIEW  |  THURSDAY, 22 MAY 2008
Specialist equities fund manager Falkiner Global Investors has set up shop in Double Bay and embarked on a hiring spree.

Options Strategy branches out to Spark Green

MICHAEL HOBBS  |  THURSDAY, 22 MAY 2008
Melbourne-based marketing firm Options Strategy has developed Spark Green, which provides effective digital and online marketing services for financial services institutions and super funds.

Decarbonised mandates by 2030

RUTH LIEW  |  THURSDAY, 22 MAY 2008
The global investment landscape 20 years from now will be largely influenced by carbon emissions control - making long term mandates the key to better, stronger returns.