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Financial Planning

MillhouseIAG buys Huntley

RUTH LIEW  |  WEDNESDAY, 12 MAR 2008
Homegrown private equity fund manager MillhouseIAG Ltd has snapped up boutique fund manager the Huntley Group, enabling the firm to expand its international fund management business.

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
The Financial Planning Association (FPA) has developed a set of Practice Standards for its members to ensure clients consistently receive appropriate advice.

Genesys consolidates two practices

MICHAEL HOBBS  |  TUESDAY, 11 MAR 2008
Two firms under the Genesys Wealth Advisers umbrella have joined forces to form Aspire2.

Baring Asia pumps $95m in green fuel

Green energy is the new black in private equity after Baring Asia injected $95 million into an energy investment company in China, home to the third largest reservoir of coalbed methane, an alternative fuel source.

Investing without feeling

MICHAEL HOBBS  |  TUESDAY, 11 MAR 2008
AXA's chief investment officer Mark Dutton highlighted the US experience that shows why investor returns are chronically influenced by human emotions.

DIY investors not happy

RUTH LIEW  |  TUESDAY, 11 MAR 2008
Investors are increasingly dissatisfied with the products of their DIY investment brokers, new research by Wealth Focus shows.

Tele-underwriting with a health check

RUTH LIEW  |  TUESDAY, 11 MAR 2008
Pathrec has unveiled a tele-underwriting service by a medical service provider for planners and insurers as the firm moves to take a slice of the growing insurance market.

ANZ sets the scene for capital raising

WWW.THESHEET.COM  |  MONDAY, 10 MAR 2008
ANZ may be preparing investors for a capital raising.

Listed cos fail compliance test

MICHAEL HOBBS  |  MONDAY, 10 MAR 2008
A higher number of ASX-listed company directors have failed to comply with share trading rules today compared to four years ago, raising questions on the prevalence of insider trading and the influence of the country's regulators.

Optimix to use local Indian know-how

MICHAEL HOBBS  |  MONDAY, 10 MAR 2008
Optimix chief investment officer Emmanuel Calligeris suggests fund managers who are only entering the market now face an uphill battle compared to those who have had a few years headstart.