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Financial Planning

MDS hoists independence flag

RUTH LIEW  |  WEDNESDAY, 30 JAN 2008
A new financial services provider, MDS Financial Group (MDS), has officially launched its enterprise into the Australian market - claiming independence as a key selling point of its business among investors.

Tricom a day late on settlements

WWW.THESHEET.COM  |  WEDNESDAY, 30 JAN 2008
Stockbroker Tricom Equities yesterday failed to settle all trades relating to its share trading activities from the middle of last week.

Text ANZ for your account balance

RUTH LIEW  |  WEDNESDAY, 30 JAN 2008
ANZ has seized the crown of being the first bank in Australia to offer customers a text-based mobile phone banking service.

Saving for the kids' textbooks

RUTH LIEW  |  WEDNESDAY, 30 JAN 2008
Investment bonds are making a comeback as the vehicle of choice to boost children's school savings.

UBS international shares derated

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
Research house Morningstar has downgraded UBS International Shares Fund to a "hold" after the European investment bank pulled its International Shares team back to London and reviewed its strategy.

Vietnamese fund draws global attention

RUTH LIEW  |  TUESDAY, 29 JAN 2008
Emerging markets continue their reign as hotspots for investors as a newly listed Vietnamese investment fund draws international support following the launch of its equity portfolio holdings on the Ho Chi Minh City Stock Exchange.

Valad ups stake in UK property

RUTH LIEW  |  TUESDAY, 29 JAN 2008
Property fund manager, Valad Property Group, has launched a new wholesale property fund targeting the UK property market.

One in three retirees don't review plan

MICHAEL HOBBS  |  TUESDAY, 29 JAN 2008
Almost one third of Australians in retirement have not re-assessed their retirement strategy, according to an AXA survey.

AMF seals deal with Client Wealth

RUTH LIEW  |  FRIDAY, 25 JAN 2008
AllMyFunds (AMF) has sealed a strategic alliance with financial adviser group Client Wealth in a partnership that that will see both firms leverage off each other's assets.

Yellow Brick Road leads to Calliva

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
Advice and investment management company, Yellow Brick Road, has begun its spending spree purchasing financial planning firm Calliva Wealth.