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Financial Planning

Women-friendly finance tips launched

MICHAEL HOBBS  |  FRIDAY, 4 APR 2008
A federal government survey found women are more interested in financial literacy than men, prompting the government to develop an education series tailored to their specific needs.

ANZ HFA alliance targets Asia

RUTH LIEW  |  FRIDAY, 4 APR 2008
ANZ and international absolute return fund manager HFA Asset Management have joined forces to launch a new capital protected investment fund focused on emerging Asian economies.

Brokers accreditation mandatory: Bluestone

RUTH LIEW  |  FRIDAY, 4 APR 2008
Reverse mortgage brokers dealing with Bluestone Equity Release will be given until the end of April to get their SEQUAL accreditation up to speed, according to the specialist lender.

FPA disciplines 13 members

RUTH LIEW  |  THURSDAY, 3 APR 2008
The Financial Planning Association has taken action against 13 of its members for breaches of the organisation's professional standard.

Boutique structures test volatile times

RUTH LIEW  |  THURSDAY, 3 APR 2008
Boutique funds are more vulnerable to volatile markets than their big brand counterparts, prompting investors to take into account the managers' ownership structure to protect their portfolios, said Australian Unity Investments.

AFS records strong growth

RUTH LIEW  |  THURSDAY, 3 APR 2008
Financial planning firm Australian Financial Services has recorded a 30 per cent improvement in profits at the start of this year - a result that the firm claims is a harbinger of strong performance this year.

Direct property shines in NFP funds

MICHAEL HOBBS  |  THURSDAY, 3 APR 2008
Not-for-profit super funds have continued to outperform over the past year as a result of their high allocations to direct property, according to Rainmaker Information.

US slowdown won't stop global growth

MICHAEL HOBBS  |  WEDNESDAY, 2 APR 2008
A US recession will have a limited effect on global growth as emerging markets countries continue to trade heavily with each other instead of relying on their developed counterparts, according to Mark Dutton, AXA chief investment officer.

Adviser charged on $48k theft

RUTH LIEW  |  WEDNESDAY, 2 APR 2008
Perth financial adviser Annemieke De Boer was yesterday sentenced to one year imprisonment and suspended for two years after pleading guilty to stealing $48,000 from a former client.

AMP easywrite eases insurance pain

MICHAEL HOBBS  |  WEDNESDAY, 2 APR 2008
Financial planners can cut the time it takes to apply for a lump sum insurance policy for their clients by a third, after AMP updated its underwriting service.