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Financial Planning

IMAP to launch MA accreditation course

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
The Institute for Managed Account Providers (IMAP) has called on financial planning groups and fund managers to review a draft for a proposed managed accounts accreditation course due to be rolled out next year.

Stop chasing artificial yields: PIR

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
Investors with high allocations to property should review their portfolios after a leading property research expert said that the sector's blanket out-performance won't last.

Super for members, not nation building

ALEX DUNNIN  |  WEDNESDAY, 29 AUG 2007
Strong wealth management sector growth pushing Australia to net capital exporter status within 20 years shouldn't mean superannuation is seen as a panacea for our nation building problems, according to Emilio Gonzalez, chief investment officer at Perpetual ...

AFS launches business school

MICHAEL HOBBS  |  WEDNESDAY, 29 AUG 2007
The Australian Financial Planners Services Group (AFS) has announced plans to open a business school allowing financial planners to grow their skills in running their operations.

MIR scoops top fund award

MIR Investment Management fended off tough competition from AXA, BT, K2 Asset and Pengana to win this year's 'Fund Manager of the Year' award from S&P.

Pengana launches global volatility fund

A new Pengana fund bears two industry buzzwords, 'global' and 'volatile'. After last night's S&P awards, it can now add "award-winning" to its name too.

Ethical by name and nature

MICHAEL HOBBS  |  TUESDAY, 28 AUG 2007
Ethical fund managers Hunter Hall and the Australian Ethical Investment have responded to the CHOICE report that warned investors about funds that specialise in responsible investments.

More acquisitions on the cards: EQT

ALEX DUNNIN  |  TUESDAY, 28 AUG 2007
Diversifying into funds management, private clients and corporate super and expanding northward into Queensland has helped push Equity Trustees to deliver a strong profit result for 2007 ahead of more expected acquisitions and growth next year.

Dazza is a dud: FPA survey

CHRIS NICHOLLS  |  TUESDAY, 28 AUG 2007
Despite initial claims of success with consumers, almost two-thirds of Financial Planning Association (FPA) members believe the Value of Advice 'Dazza' advertising campaign has been a flop.

Zenith rates EII Global 'highly recommended'

Research firm Zenith has given New York-based global real estate fund manager EII Global Property a "highly recommended" rating and dubbed it the "best of breed" fund in the sector.