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Financial Planning

MBA apprentices to learn financial literacy

Apprentice builders will be taught financial skills under the umbrella of the Financial Literacy Foundation.

InfoComp's 2005 romp

Boutique financial services IT specialist InfoComp has capped off the year with a string of mandate wins for its software platforms across the industry.

Trilogy add new income trust product

Trilogy has added to their range of mortgage related investment products, with the launch of a new income trust that aims to be high yield while offering capital security.

Super choice could hit 10 per cent in just year one: InvestmentLink

Information hub specialist InvestmentLink reports super choice is taking off with 2 per cent of members already making an active choice in just four months, and they expect this could grow to 10 per cent within a year.

TOWER deny reports they intend selling insurance through supermarkets

TOWER have denied speculation that they intend distributing their insurance products through supermarkets.

ING adds Optimix to its tax-effective product

ING has added six OptiMix multi-manager funds to its tax effective investment board (TEIB).

Turn on more channels: TOWER

TOWER Group chief executive officer, Jim Minto, says we need to develop new ways to reach customers because the way they are buying wealth management products is changing fast.

Consumers not dumb, just confused about WM industry: ACA

The Australian Consumers' Association (ACA) says the release of the 2005 ANZ Financial Literacy Research and the Study of Consumers in Financial Difficulty confirms consumers are not dumb.

ASIC to cut AFS licence paperwork

ASIC has announced it will introduce changes to its Australian financial services licence (AFSL) application processes that will cut the paperwork needed by more than 50 per cent.

Saint to solve the SMSF investment strategy nightmare

Financial services group St Clair hopes to reduce the investment strategy paperwork for trustees of Self Managed Super Funds (SMSFs).