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Financial Planning

Lonsec recognises Cohen & Steers' long track record

NICK OLIVER  |  MONDAY, 5 FEB 2007
US REIT specialist Cohen & Steers' Global Listed Property Fund has received a positive rating review from Lonsec.

Clearview cracks $1.65b mark

NICK OLIVER  |  MONDAY, 5 FEB 2007
Clearview's focus on the affluent 55-plus demographic has seen its platform's funds break through $1.65 billion barrier, representing growth of almost $1 billion over the past two years.

Bluestone targets the smaller end of town

HAMISH MADDEN  |  MONDAY, 5 FEB 2007
Bluestone Group is striding into more new territory with the announcement that it is establishing a new lending arm servicing the self-employed, sole traders and professional investors in the $10 billion commercial property market.

PIS gets behind the wheel for racing sponsorship

HAMISH MADDEN  |  FRIDAY, 2 FEB 2007
Professional Investment Services (PIS), Australia's largest financial planning group, is sponsoring the A1 Grand Prix in Sydney this weekend, with the international motor racing series attracting the attention of 25 countries.

Small caps lead IPO action

More than three quarters of companies that listed on the stock market last year were small caps and they will likely dominate the round of IPOs this year, according to HLB Mann Judd.

Salary sacrifice now three times more powerful

Salary sacrifice will become an even more powerful saving tool for Gen-Xers under Costello's latest Budget, allowing those 35 and under the option of saving at least three times more than in previous years.

Ord Minnett STRIPES steps up the pace in Asia

Ord Minnett's STRIPES Asia Accelerator fund posted a 30 per cent gain over the past 12 months, proving that even though the 'Asia boom' story may be a well-worn theme the returns certainly aren't wearing out.

Centro targets SMSFs with lower min investment

HAMISH MADDEN  |  WEDNESDAY, 31 JAN 2007
Centro Properties Group has halved the minimum investment for two of its flagship funds, the Centro Direct Property Fund (DPF) and the Centro Direct Property Fund International (DPFI).

Time to talk about asset classes: MTAA Super

ALEX DUNNIN  |  WEDNESDAY, 31 JAN 2007
Rapidly evolving investment attitudes to using risk criteria when assembling portfolios is challenging conservative and out-dated views about how we categorise assets, said Paul Watson, deputy executive director of award winning industry fund MTAA Super.

HBOS expands with Whittaker Macnaught purchase

HAMISH MADDEN  |  WEDNESDAY, 31 JAN 2007
HBOS Australia's wealth and insurance arm St Andrew's Australia has acquired independently owned Queensland financial planning group Whittaker Macnaught.