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Financial Planning

First Quadrant launches fund for all seasons

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
US-based investment manager First Quadrant has launched Global Macro Trust, which aims to generate returns for institutional investors regardless of market direction.

Franklin Templeton eyes Aus REITs

MICHAEL HOBBS  |  THURSDAY, 6 DEC 2007
Franklin Templeton Investments is gradually reducing its exposure in Asian real estate investment trusts (REIT) and redirecting its focus on Australia to achieve stable growth.

NZ planners regs improve fee transparency

New Zealand planners have received three-month notice to follow tighter rules on fee disclosure after a new government ruling was announced this week.

ING Australia buys FSP Group

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
ING Australia becomes the third largest planning group in the country when it bought the FSP Group, adding a 145-adviser network with over $2.5 billion FUA to the fold in one swoop.

Retirees short on yield

Australian retirees are struggling to find quality long term, high yield products to fund their retirement as domestic and overseas share markets continue their strong performance, according to a Zurich Financial Services Australia (Zurich) report.

AMP grants $100,000 to Future2

MICHAEL HOBBS  |  MONDAY, 3 DEC 2007
AMP has thrown their support behind the Financial Planning Association's (FPA) Future2 Foundation through a $100,000 donation.

Transparency in advice is key: Tucker

MICHAEL HOBBS  |  MONDAY, 3 DEC 2007
To change the cultural perception of planners as product floggers and sales reps, the financial planning industry needs to re-configure the way advice is delivered to clients to include more transparency and understanding, said Steve Tucker, chief executive ...

Reinventing financial planning

MICHAEL HOBBS, MICHELLE BALTAZAR  |  FRIDAY, 30 NOV 2007
More Australians will seek financial advice if the financial planning industry goes through a fundamental structural reform and gets rid of commission-driven fees.

Integrity Australian Share rated 'recommended'

Integrity Investment Management's newly launched fund, Integrity Australian Share, receives a recommended rating from Lonsec.

The golden age of SMSFs

MICHAEL HOBBS  |  FRIDAY, 30 NOV 2007
The post retirement sector is expected to grow at 27 per cent in the next five years, with the self managed super funds (SMSF) sector set to grow at nearly twice that rate, according to Andrew Gale, partner at Trowbridge Deloitte.