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

Financial Planning

BlackRock gets rolling with Citi

BlackRock Australia scored a coup when they signed up Citigroup to their separately managed accounts (SMA) product, a deal that will make their SMA available to a market of over 100 dealer groups or around 120,000 client accounts at a stroke.

Alternative low-cost retirement funds on rise in US

Employers in the US are turning to unregulated, low-cost investment vehicles called 'collective funds' and regulated 'retirement services' funds to house their staff's pension instead of using traditional managed funds.

Fund manager transparency getting worse

Fund managers are getting so sophisticated with their PR that there's more spin than substance to the raft of information they churn out today compared with a decade ago.

Rainmaker Marketing Awards now open for nominations

ALEX DUNNIN  |  TUESDAY, 13 MAR 2007
Nominations have opened for the 2007 Rainmaker Marketing Awards honoring outstanding achievements in marketing, sales and business development by individuals, groups of individuals or organisations in the wealth management industry.

Baby boomers in good shape

HAMISH MADDEN  |  TUESDAY, 13 MAR 2007
Baby boomers are in a relatively strong financial position for retirement and have more options available than ever before, according to a new report.

Aviva to sponsor World Solar Race

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
The drive of wealth managers into the mainstream and out of the shackles of traditional financial arenas is continuing with Aviva announcing its sponsorship of the 2007 Panasonic World Solar Challenge race.

Teach a man to fish: ANZ

A community savings program set up by ANZ and a charity group three years ago has proven that improving an individual's financial literacy has lasting benefits.

One in 10 Japanese planners pass CFP

ALEX DUNNIN  |  FRIDAY, 9 MAR 2007
Only 10 per cent of Japanese financial planners sitting for the November 2006 Certified Financial Planner certification exams managed to pass, said the Japan Financial Planning Association (JFPA).

FPA's Value of Advice Awards 2007

The Financial Planning Association (FPA) is accepting entries for its Value of Advice Awards 2007, which acknowledge exemplary financial planners in five different categories.

INVESCO named van Eyk core Aust equities manager

INVESCO has been added to van Eyk's Blueprint Series as a core Australian equities manager, responsible for a 23 per cent allocation.