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Financial Planning

Investment Trends names top SMAs

RUTH LIEW  |  TUESDAY, 20 MAY 2008
BlackRock, MLC and Tricom are among the top separately managed account (SMA) players according to a new Investment Trends report.

Spiers heads BT advice business

RUTH LIEW  |  TUESDAY, 20 MAY 2008
BT Financial Group has appointed Mark Spiers, chief executive of Magnitude financial planning - BT's external financial planning arm - to general manager, advice, for the Westpac/BT Financial Group.

Share performance gap widens after tax

MICHAEL HOBBS  |  TUESDAY, 20 MAY 2008
There are more reasons why investors should put their savings in a super fund after a new report found a substantial difference between the returns of funds taxed within super and under a personal tax rate.

AXA halves adviser PI expense

MICHAEL HOBBS  |  TUESDAY, 20 MAY 2008
AXA Australia has signed a new professional indemnity (PI) deal that will cost its licensed advisers 50 per cent less than the average market rate.

Investec earnings modest, eyes Aus

WWW.THESHEET.COM  |  MONDAY, 19 MAY 2008
Setbacks in its investment banking and resource finance divisions resulted in a relatively modest increase in earnings for Investec Australia in the year to March.

From cash to prosperity: AFA

Financial planners will be given a helping hand at this year's Association of Financial Advisers' (AFA) national forum by some of the planning industry's best to set them on their paths to success.

From Wall Street to the Great Wall

MICHAEL HOBBS  |  MONDAY, 19 MAY 2008
Investment guru Burton Malkiel, author of the acclaimed book "A Random Walk Down Wall Street" has identified raw material stocks, inflation-linked securities and the emerging markets as the prime asset classes to invest in.

Abu Dhabi opens investment doors

MARK STORY  |  MONDAY, 19 MAY 2008
Despite having 9 per cent of the world's proven oil reserves, Abu Dhabi, the biggest of the seven United Arab Emirates (UAEs) is still looking for outside investment to transform itself into an international capital city, industry-hub, and tourism Mecca.

SMSFs buoy netwealth FUA

MICHAEL HOBBS  |  MONDAY, 19 MAY 2008
While some platforms reported a drop in fund inflows, growing support from self-managed super funds boosted netwealth's funds under administration (FUA) by 50 per cent to $960 million over the year.

PIS to list best practices

MICHAEL HOBBS  |  FRIDAY, 16 MAY 2008
Professional Investment Services (PIS) is planning to list a business which will feature some of its top financial planning and accounting practices.