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Financial Planning

Aus planners lead the world in business practice

MICHAEL HOBBS  |  TUESDAY, 8 APR 2008
More than 80 per cent of Australian financial planning practices manage their business much more efficiently compared to only 9 per cent of their US counterparts, according to Business Health.

B&B recapitalises Tricom

RUTH LIEW  |  TUESDAY, 8 APR 2008
Troubled stockbroking firm Tricom will undergo a recapitalisation following today's Babcock & Brown's announcement that it had participated with ANZ, Tricom Management and private investors to embark on the venture.

Franklin Templeton launches EM fund

RUTH LIEW  |  TUESDAY, 8 APR 2008
Franklin Templeton Investments has launched an emerging markets fund - a unit trust available to Australian investors in local currency that invests in global emerging markets.

Invesco hires ex-JANA exec to lead Aus eq quant

RUTH LIEW  |  TUESDAY, 8 APR 2008
The Australian arm of global fund manager Invesco has launched a new Australian equity capability and recruited a former JANA consultant to lead the team.

Homegrown boutique scores a Lipper

RUTH LIEW  |  TUESDAY, 8 APR 2008
Boutique fund manager MacarthurCook's RMR Asia Pacific Real Estate Fund has won the 2007 Lipper Performance Achievement Certificate - placing it in the top spot in the real estate classification.

Longevity puts focus on trauma insurance

ALEX DUNNIN  |  MONDAY, 7 APR 2008
Improving longevity means insurance will need to cover individuals while they are still alive - not when they die, delegates of last week's Riskstore Living Insurances conference were told.

Singapore property a winner

RUTH LIEW  |  MONDAY, 7 APR 2008
Property specialist LaSalle Investment has singled out Singapore as a key investment channel in the Asia-Pacific region and noted that the country's high grade commercial and retail properties will still enjoy solid growth despite the general market ...

MBP signs to UNPRI

RUTH LIEW  |  MONDAY, 7 APR 2008
Fund manager Maple-Brown Abbott has signed on to the United Nations Principles for Responsible Investment (UNPRI) - a decision that will see the firm overhaul its corporate governance and investment strategies going forward.

Aberdeen adds to fixed income Core

MICHAEL HOBBS  |  FRIDAY, 4 APR 2008
Aberdeen Asset Management has created a fixed income fund that goes beyond traditional fixed income investing to generate higher alpha returns.

Virgin Money drops out of cards

WWW.THESHEET.COM  |  FRIDAY, 4 APR 2008
Virgin Money is the latest victim of the liquidity crisis in the financial markets, announcing yesterday that it will hand over its credit card portfolio and license its brand to Westpac for the next 14 months.