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Financial Planning

Managed accounts expands asset mix

Managed accounts are no longer limited to providing a platform for domestic and international equities. MA providers will soon include term deposits, fixed interest products, structured products and agribusiness.

Raising stakes in charity

MICHAEL HOBBS  |  FRIDAY, 11 APR 2008
Chris Cuffe, the former chief executive of Colonial First State, has called on the top guns in the market to provide their time and resources for free in a new fund that diverts a proportion of profits to charity.

WHK on buying spree

RUTH LIEW  |  FRIDAY, 11 APR 2008
Listed financial services firm WHK Group has snapped up an additional five companies in its latest attempt to expand its operations across Australia.

IAG restructures and jumps on web

RUTH LIEW  |  FRIDAY, 11 APR 2008
Insurance group IAG is to merge its CGU and Business Partnerships businesses, revamp its direct insurance arm and will soon launch a separate online outfit.

CFA takes ethics inhouse

MICHAEL HOBBS  |  FRIDAY, 11 APR 2008
The CFA Society of Sydney has launched its Ethics and Financial Integrity workshop this week and intends to offer the program internally for finance companies in the coming months.

MAN hedge fund gets top rating

RUTH LIEW  |  THURSDAY, 10 APR 2008
Recently launched hedge fund MAN RMF Dynamic has been awarded a "highly recommended" rating by Zenith Investment Partners - the only product to achieve the standard in the ratings house's hedge fund of fund scoreboard.

Bad markets, good advice

RUTH LIEW  |  THURSDAY, 10 APR 2008
Financial planners may be the surrogate bearer of bad news as markets continue to shed their value but one dealer group has stepped up to say there's no better time to talk to clients than when the going is tough.

Perpetual offers low cost Gift Fund

MICHAEL HOBBS  |  WEDNESDAY, 9 APR 2008
Perpetual Foundation has developed its Gift Fund which allows organisations and individuals to easily create an on-going donation fund fast.

Tax offsets for fin advice

RUTH LIEW  |  WEDNESDAY, 9 APR 2008
The Federal Government should be prepared to provide tax offsets of up to two thirds of the cost of financial advice if they are serious about increasing Australians' access to these services, according to Mercer Wealth Solutions.

Capital guaranteed on winning streak

RUTH LIEW  |  WEDNESDAY, 9 APR 2008
Capital guaranteed options are enjoying a bull run as they lead the pack in investment returns, latest data from Rainmaker Information reveals.