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Financial Planning

Planners test new share trading blueprint

CHRIS NICHOLLS  |  FRIDAY, 19 OCT 2007
Tricom Investment Management and portfolio administration services provider APA Financial Services have joined to introduce a new Separately Managed Account (SMA) and direct share investment service.

CommBank gets online upgrades

MICHAEL HOBBS  |  FRIDAY, 19 OCT 2007
Riding on the increase in user traffic, the Commonwealth Bank has rolled out a series of IT upgrades to its website, designed to improve online security and cut by nearly half the time spent by customers navigating through their various web pages.

Power to the under-40s

Chris Browne, a Victorian-based financial planner who won this year's AFA Rising Star of the Year Award, said there is more to the under-40s segment of the market than meets the eye.

Industry funds on top again

CHRIS NICHOLLS AND ALEX DUNNIN  |  FRIDAY, 19 OCT 2007
Industry super fund default and growth options have again outperformed the retail master trusts over one, three and five years, continuing a now too familiar trend, according to the latest Rainmaker research.

ING OneCare Express speeds up insurance

SUZY MAC  |  THURSDAY, 18 OCT 2007
ING Australia has launched OneCare Express, a web based insurance application that takes the pain out of the insurance process and creates a straightforward and intuitive system to benefit clients and advisers.

Fiducian launches India fund

MICHAEL HOBBS  |  THURSDAY, 18 OCT 2007
Fiducian has launched a multi-manager India fund, which includes India's best mid cap fund and large cap fund managers.

Corp super gets health tick

CHRIS NICHOLLS  |  THURSDAY, 18 OCT 2007
Despite years of decline in corporate and public sector superannuation fund numbers, the latest Australian Prudential Regulatory Authority (APRA) figures show the funds that remain are in good health.

Mercer opens new TAP

CHRIS NICHOLLS  |  THURSDAY, 18 OCT 2007
Mercer Wealth Solutions has launched a new transition to retirement allocated pension, offering investors a range of advice and education extras on top of their regular investment services.

The future of wealth management

The power of brand, the realisation that choice and flexibility is what we sell, and the evolving definition of balanced investing as alternative assets become mainstream are just three of the trends changing the face of wealth management, said Alex ...

Back to basics: Vanguard

CHRIS NICHOLLS  |  WEDNESDAY, 17 OCT 2007
Investors may have had a great run over the last twenty-five years, but the 20-year anniversary of 'Black Tuesday' reinforced the need to look back and learn the lessons of the last two decades, according to visiting Vanguard chairman and chief executive ...