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Financial Planning

Market shake-up spurs ETF demand

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
Financial advisers are playing a key role in helping offset the current volatility by steering investors towards exchange-traded funds (ETFs).

Fear is the poison apple

RUTH LIEW  |  WEDNESDAY, 20 FEB 2008
Markets rise and fall, taking investors on an emotional roller coaster ride - but the deepest trap lies in their irrational 'fear', notes a behavioural finance expert.

Bell Financial Group to buy Tricom

RUTH LIEW  |  TUESDAY, 19 FEB 2008
Bell Financial Group announced today that it has signed a heads of agreement to acquire 100 per cent of embattled futures broking firm, Tricom Group.

Super promoter faces trial

RUTH LIEW  |  TUESDAY, 19 FEB 2008
Queensland-based Richard Clayton Jackson Sharland, a promoter of a superannuation rollover scheme, appeared in the Brisbane Magistrate Court yesterday to stand trial on a date to be fixed on 22 charges laid by the Australian Securities and Investments ...

Wealth management buoys AXA profits

RUTH LIEW  |  TUESDAY, 19 FEB 2008
AXA Asia Pacific Holdings today announced a four per cent profit after tax dive to $638.7 million for 2007, but its wealth management business continues to report strong growth.

Adept Capital launches Asian FOHFs

MICHAEL HOBBS  |  TUESDAY, 19 FEB 2008
Adept Capital Partners has developed the Early Stage Asia Fund, which allows investors to access to the initial high growth potential of developing Asian hedge funds.

Instalment warrants spice up property portfolio

RUTH LIEW  |  MONDAY, 18 FEB 2008
Self-managed super funds (SMSFs) have traditionally favoured direct property investment as a lucrative money making asset. Now instalment warrants are being hailed as the latest vehicle to help them grow their unlisted property portfolio.

Finsia opens doors to experts

MICHAEL HOBBS  |  MONDAY, 18 FEB 2008
Finsia has created a mentoring program for its members to provide them with career advice and allow them to meet industry veterans.

UBS and Genworth tap income-for-life market

RUTH LIEW  |  FRIDAY, 15 FEB 2008
UBS Global Asset Management has teamed up with Genworth Financial to embark on a new venture catering to the employer-sponsored retirement plan segment in the US.

High rates pose threat to direct property

RUTH LIEW  |  FRIDAY, 15 FEB 2008
Fears of buffeting problems in Australia's listed property sector will spill over to the direct property sector are unfounded because the real threat lies in increasing rates, according to Property Investment Research (PIR).