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Financial Planning

Tricom use MIR portfolios for their IMA

Tricom Equities announced that it will partner with Australian equities fund manager MIR to provide Individually Managed Account (IMA) portfolios.

We may need more flexible retirement age limits: Treasurer

Federal Treasurer Peter Costello says that sustaining economic growth means workers may have to be allowed to delay retirement.

EIA launches SRI accreditation scheme

The Ethical Investment Association (EIA) has launched its accreditation symbol for socially responsible investment (SRI) products.

Bluestone Mortgages targets brokers with online application system

Bluestone Mortgages has launched an electronic application system designed squarely at brokers.

More women bring home the bacon: NAB

The number of wealthy women is growing at a faster rate than for men said the private banking arm of National Australia Bank (NAB).

New broker licensing laws will hurt planners

Mortgage broking group National Mortgage Brokers (NMB) has set its sights on financial advisers ahead of new licensing laws next year that could prevent advisers from providing broking advice.

CPA Aust and ICAA issue comprehensive new adviser standards

CPA Australia and the Institute of Chartered Accountants of Australia (ICAA) have jointly issued significantly enhanced Financial Advisory Standards.

School kids should be financially literate: Commonwealth

Commonwealth Bank has awarded $350,000 to a hundred secondary schools across the country as part of their financial literacy program for young Australians.

Zurich appoints life risk head

Zurich Financial Services Australia (Zurich) has appointed a new head of Life Risk as it grows its life risk business.

NSW bookies top super fund

The NSW Bookmakers Super Fund has topped the SelectingSuper five year default option performance tables scoring an astounding 12.8 per cent per annum.