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Financial Planning

Finland the most low risk

RUTH LIEW  |  MONDAY, 5 MAY 2008
Looking for financial transparency? Finland boasts the most transparent financial market in the world - making it the prime spot for low risk investments, new research shows.

EQT signs RE deal with Martin Currie

MICHAEL HOBBS  |  MONDAY, 5 MAY 2008
Equity Trustees (EQT) has signed an agreement with Martin Currie Investment Management to act as the responsible entity for the firm's global alpha fund.

Down markets make good investments cheaper: Perennial

ALEX DUNNIN  |  FRIDAY, 2 MAY 2008
In down markets retail investors need to remember dollar-cost averaging and work with advisers and managers can find them opportunities.

TSG expands dealer group

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
The Salisbury Group (TSG) has added five financial planning practices to its dealer group and is in talks with a further 13 practices.

Hindsight strategy a winner: GSJBW

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
Goldman Sachs JBWere (GSJBW) has released Keystone Funds - Series III, giving investors exposure to soft commodities, sustainable industries and two hindsight funds.

Aviva cuts accountants from insurance

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
Aviva Australia has improved its medical and financial underwriting services by removing the need for financial advisers to include an accountant's signature, regardless of the sum insured.

Kelly plans changes at Westpac

WWW.THESHEET.COM  |  FRIDAY, 2 MAY 2008
Three months into her job as chief executive of Westpac Gail Kelly is ready to make some changes. Speaking yesterday at the presentation of the bank's results for the six months to March 2008 she said there were aspects of the business that disappointed ...

Money for Living practice is not RM

MICHAEL HOBBS  |  THURSDAY, 1 MAY 2008
The Senior Australian Equity Release Association of Lenders (SEQUAL) is distancing itself from Money for Living, stating the business was not involved in promoting and selling reverse mortgages.

Westpac net profit up 34pc

RUTH LIEW  |  THURSDAY, 1 MAY 2008
Westpac Banking's cash earnings increased 10 per cent to $1.84 billion in the six months ending 31 March, taking its net profit after tax up 34 per cent to $2.2 billion for the same period.

Few takers for independent tag: FSI

RUTH LIEW  |  THURSDAY, 1 MAY 2008
There are approximately 16,000 financial planners currently practicing in Australia - but only 11 can legally call themselves "independent", according to a specialist compliance and licensing company.