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Financial Planning

PetersMacGregor launches fund based on its IMA

IMA operator PetersMacGregor has partnered with Western Pacific to launch a managed fund based on the IMA it has been running since 1999.

ANZ steps forward with MoneyMinded

ANZ is stepping up its campaign to help improve the financial literacy of low income earners through the launch of its MoneyMinded online education tool.

Fee for service not the finance cure-all: AFA

The Association of Financial Advisers (AFA) has voiced its concerns about industry calls for a rigid 'fee for service' model and said that such a move could do more harm than good for consumers.

Toorak-based adviser group buys FMPG

Independently owned financial services dealer Western Pacific Financial Group has doubled its business size by acquiring Melbourne-based dealer group Financial Management Professionals Group (FMPG).

Margin lenders bank on reputation not just rates

Investors are choosing margin lenders based on the lender's reputation not just on how much they charge, according to the latest survey from Investment Trends.

Plan For Life the latest researcher to launch web-based comparisons

Plan For Life, the actuarial and research house, is the latest research group to roll out a web-based super fund comparison tool for dealer groups.

OFM's strategic acquisition reaping results

OFM Investment Group, driven by growth in reverse mortgages, strategic property acquisitions, good ratings and distribution deals, has delivered profit results in line with expectations.

Measure super choice the right way: InvestmentLink

Super choice is alive and kicking hard, but its being driven by people taking their old fund to their new employer rather than by traditional rollovers.

Flexibility but at a great price - the Virgin Mortgages way

Virgin Mortgages is targeting Gen X and Y consumers who want a good value deal with well priced but useful features rather than just the cheapest product.

Australians are starting their retirement saving too late: Citibank

Citibank research has revealed that 19 per cent of semi or fully retired Australians have no retirement savings, while 44 per cent of retirees regret not starting to save for their retirement much earlier.