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Financial Planning

Smallco grows bigger

CHRIS NICHOLLS  |  MONDAY, 6 AUG 2007
Small caps specialist Smallco today announced former Macquarie senior analyst Andrew Hokin's appointment as a senior fund manager.

Never mind the length, look at the readability

CHRIS NICHOLLS  |  THURSDAY, 2 AUG 2007
Despite recent debate over PDS readability, 60 per cent of super fund members do read their PDS's, according to new research conducted by Investment Trends for the Investment and Financial Services Association (IFSA).

Lonsdale rejects Count offer

Dealer group Lonsdale Financial Group has rejected the unsolicited offer by Count Financial, less than a month after Count announced its intentions to counter the offer from DKN.

CBA launches $370m IWL offer

HAMISH MADDEN  |  WEDNESDAY, 1 AUG 2007
The Commonwealth Bank of Australia, owner of leading sharetrading services provider CommSec, is set to buy listed wealth management and broking group IWL for more than $370 million.

Sub-primes breach Macquarie Fortress

WWW.THESHEET.COM  |  WEDNESDAY, 1 AUG 2007
Macquarie Fortress Investments, an ASX-listed investor in senior debt securities of US companies, said the value of its loan portfolio fell by 4 per cent during July from June.

AustralianSuper presents pension made easy

HAMISH MADDEN  |  TUESDAY, 31 JUL 2007
AustralianSuper has unveiled a new in-house account-based pension for its 160,000 eligible members.

One in five choose shares: Russell

CHRIS NICHOLLS  |  MONDAY, 30 JUL 2007
Despite the huge market gains of the last few years, only 17 per cent of the general public believe shares are the best place for savings, according to the latest Russell Market Barometer report.

Managed accounts move one step closer to benchmarking

Members of the Institute of Managed Account Providers (iMAP) have formed a working group that will help develop the standards for benchmarking managed accounts (MAs), in a bid to help financial advisers compare MAs in a uniform format.

Wizard founder builds Yellow Brick Road

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
Wizard Home Loans founder Mark Bouris and former UBS banker Bryan Davies have joined forces to create new retail advice and wealth management company Yellow Brick Road (YBR).

Super boomtimes as confidence goes stratospheric

ALEX DUNNIN  |  THURSDAY, 26 JUL 2007
The savings explosion ignited by Simpler Better Super has attracted so much money into super that it's never been healthier, while booming returns mean it's never been happier.