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Financial Planning

Asian hub Australia's next goal: MLC

CHRIS NICHOLLS  |  FRIDAY, 29 JUN 2007
Australia's financial services industry is of global calibre and should be aiming to become the southern hemisphere's primary financial hub, according to MLC chief executive, Steve Tucker.

Rich get richer

CHRIS NICHOLLS  |  THURSDAY, 28 JUN 2007
High global GDP growth and market capitalisation are driving ever higher numbers of high net wealth (HNW) individuals and ultra high net wealth (UNHW) individuals, according to the 11th annual World Wealth Report.

Austock added to Mac margin lending

HAMISH MADDEN  |  THURSDAY, 28 JUN 2007
Macquarie has added Austock Imputation Bonds to the approved list for Macquarie Margin Loans.

Small caps equals big performance for Pengana

CHRIS NICHOLLS  |  TUESDAY, 26 JUN 2007
Pengana Capital's Global Small Companies Solution has recorded an 18.2 per cent annualised return and beaten its own equally weighted benchmark by 9.1 per cent over the last two years.

HLB Mann Judd national strategy remains unchanged

CHRIS NICHOLLS  |  MONDAY, 25 JUN 2007
It is business as usual for HLB Mann Judd in most Australian States, following the sale of the HLB Mann Judd financial planning business in Victoria to Bridgeport last week.

Bridgeport extends reach with HLB Mann Judd purchase

CHRIS NICHOLLS  |  FRIDAY, 22 JUN 2007
Bridgeport Financial Services has purchased HLB Mann Judd Financial Services in a move that greatly expands the Sydney company's reach across Australia and signals an even larger expansion strategy is in the works.

Asset Super takes cash and splits

CHRIS NICHOLLS  |  FRIDAY, 22 JUN 2007
Asset Super has taken a $110 million cash mandate from Macquarie Treasury Fund and split it between ING's active Enhanced Cash fund and Perpetual's passively managed Exact Cash fund.

Equipsuper offering members full service advice

HAMISH MADDEN  |  THURSDAY, 21 JUN 2007
Equipsuper, in conjunction with Health Super Financial Services, has launched Equipsuper Financial Planning, a full service advice business operating on a fee for service model.

Listed investment cos fund scoring well

HAMISH MADDEN  |  THURSDAY, 21 JUN 2007
Centric Wealth subsidiary Specialised Private Capital is trumpeting the performance of its two year old geared fund which targets alpha exclusively through listed investment companies.

People to power advice of the future

A financial planner's biggest expense - people - is also their biggest asset and will power the success of practices into the future.