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Financial Planning

Private equity redefines mum-and-dad investing

The blow-out of leveraged buy-out activity (LBO) in Australia from an annual average of $1.5 billion to last year's record $27 billion is changing the investment landscape, but not in the way most people think.

Value planners on profitability, not scale

With a raft of financial planning groups lining up for an initial public offering (IPO) or merger, Paragem's managing director, Ian Knox, has urged would-be investors to first understand the business models that exist in the planning sector.

New blood to shake up CFS Aussie equities

Colonial First State, one of the largest equities funds manager in the country, hopes to turn its misfortunes on the personnel front into an opportunity to hunt new talent and revamp its performance track record.

Planners must build trust and stay on message: Koch

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
The financial planning industry is suffering from serious image problems and faces many challenges before it can effectively reach out to more Australians, according to media personality and finance media executive, David Koch.

Praemium integrates market data streaming

ALEX DUNNIN  |  TUESDAY, 22 MAY 2007
Praemium has integrated live market trading data into its web-based V-wrap portfolio administration and separately managed account service to create a new desktop system that will be freely available to clients who want to white label the application ...

AUI healthcare re-opens for business

Australian Unity Investments (AUI) has re-opened its Healthcare Property Trust (HPT) to investors after pouring $78 million into new healthcare acquisitions last year.

Billions flow in to super ahead of June 30

CHRIS NICHOLLS  |  MONDAY, 21 MAY 2007
Money continues to pour into super funds prior to the June 30 cut-off for contributions up to $1 million, and it's likely to keep building, according to Macquarie Adviser Services and BT Financial Group.

Share ownership down but trading activity up: ASX

There are less mum-and-dad investors in the market but they are trading more frequently and placing bigger bets, according to the latest Share Ownership Study by the Australian Securities Exchange (ASX).

Credit Suisse yield fund 'highly recommended': Lonsec

Research firm Lonsec has stamped its highest rating on a new structured product jointly developed by Credit Suisse and fixed income specialist PIMCO.

Compliance pushes SMSFs in new direction

CHRIS NICHOLLS  |  FRIDAY, 18 MAY 2007
Increased compliance burdens for self-managed super funds are fuelling a push into platforms, SMAs and wraps, according to MLC's general platforms manager, Anthony Waldron, and Arthur Naoumidis, managing director of Praemium.