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Financial Planning

SMS technology paving the way

Technology is continuing its push into how we handle transactions and its only a matter of time before wealth management service providers follow suit.

Global navigator finds six more

The shift to regional investing is gathering pace with platform group Navigator adding three country funds supplemented with three global funds to its menus.

Margin lending gets independent LIFT

Boutique financial services group LIFT Capital (LIFT) has launched a share lending service which it claims will offer investors independence in the margin lending space.

CommInsure joins life insurance innovators

CommInsure is another insurer that has responded to market pressure to innovate with its launch of a hybrid insurance annuity product that blends traditional annuities with market linking.

NavraInvest to launch US fund

Home-grown Australian equities boutique investment manager NavraInvest is set to launch into the US with a fund built around the Dow Jones.

Financial Wisdom on target to exceed 400 advisers

Financial Wisdom Limited's Western Australia division has picked up several financial services practices in recent months, which they predict will push their number of authorised representative advisers to over 400 by the end of 2005.

iPod generation should learn how to save: ASIC

The financial services regulator ASIC has turned its attention to the spending behavior of young consumers and has produced a free comic designed to teach teenagers about money matters.

Take tax out of the equation: PM Capital

According to PM Capital, a unit trust managed overseas has to return twice as much as a home-grown fund to give Australian investors the same amount of profits after tax.

Industry funds hit back at FPA ad campaign

Industry Funds have been stung by claims they don't offer advice and have come out fighting against the new Financial Planning Association (FPA) advertising campaign.

WM executives need to improve their negotiation skills

While the changing industrial relations (IR) landscape may promote disputes, it also creates opportunities for good negotiators particularly concerning wealth management.