Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Consumers worry about value, not fees

ALEX DUNNIN  |  TUESDAY, 9 OCT 2007
A new survey has re-affirmed that fees aren't a problem for consumers but perceptions of being overcharged and underserviced are.

Microcap a winning formula at Cygnet

MICHAEL HOBBS  |  MONDAY, 8 OCT 2007
A fund manager who returned 73 per cent p.a. after fees for his clients last year is to manage a new fund that focuses on microcap stocks.

Apostle acquires IXIS' local distribution arm

ALEX DUNNIN  |  MONDAY, 8 OCT 2007
Apostle Asset Management has acquired the IXIS Australia distribution arm through a management-led buy out.

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Self managed super fund services provider Multiport has announced it has passed the $200 million mark in funds under administration for its managed accounts.

Calliva gives SMSFs direct property route

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Boutique financial services group Calliva has taken advantage of recent changes in borrowing legislation for self managed super funds (SMSF) to offer direct commercial property investments via loans.

Another DIY take on home ownership

MICHAEL HOBBS  |  FRIDAY, 5 OCT 2007
With housing affordability continuing to deteriorate, one of the country's largest banks has come up with a way to get mums-and-dads access to residential property investments without the stamp duty costs nor the tenancy headaches.

Principal goes beyond property

CHRIS NICHOLLS  |  FRIDAY, 5 OCT 2007
Principal Global Investors is set to go beyond its traditional property and income products with the launch of a new emerging markets fund and global equities fund early next year.

Advisers lead margin lending push

CHRIS NICHOLLS  |  FRIDAY, 5 OCT 2007
While investors are becoming more sophisticated, it's still advisers who are leading the massive growth in margin lending, according to BT Financial Group's head of wealth and wrap solutions, Chris Freeman.

International ETFs debut on ASX

CHRIS NICHOLLS  |  THURSDAY, 4 OCT 2007
One of the world's largest exchange traded funds (ETFs) provider, Barclays Global Investors, has paired up with the local stock exchange to provide investors access to international shares and indices at a fraction of their current costs.

Battle for advisers

MICHAEL HOBBS  |  THURSDAY, 4 OCT 2007
After extensive market research, St. George-owned Securitor and the Commonwealth Bank have announced new strategies to strengthen their grip on Australia's burgeoning financial planning industry.