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Financial Planning

Zurich upgrades policies for free

Zurich Financial Services Australia has upgraded more than 50,000 life risk insurance policies for free as part of its ongoing program to improve its products.

Platypus leads pack with 44.4 per cent return

A little-known Sydney-based fund manager Platypus Asset Management has beaten the big guns to take the top spot in Intech's fund manager performance league tables this year.

TrailCap tracks hidden commissions

InvestSMART's new trailing commission tracking device, TrailCap, has reported $40 million in investments since the program launched in June 2005.

Aust Unity to expand retirement villages arm

Australian Unity Investments (AUI) has launched a fixed income product designed for retirees and will use the funds raised to expand the company's retirement village operations.

Opes Prime launches into Asia

Stockbroking firm Opes Prime is to unveil a suite of products early next year to exploit the Asian markets boom and separately, to boost its domestic presence.

MFS to distribute funds through golf clubs

MFS intends to use its association with the golf industry to launch an investment fund aimed at golf club members.

FPA releases Good Advice guide

The Financial Planning Association (FPA) has released its 'Good Advice' guide as part of its ongoing campaign to raise public awareness of the benefits of using a financial adviser.

ASIC gets active against small companies

Financial services watchdog ASIC has ramped up regulatory actions against people misleading creditors and consumers.

CENTRIC Wealth formed as boutique dealers merge

Berkley Group and Centrestone Wealth Advisers (Centrestone) have merged to form CENTRIC Wealth.

Consumers say plain English please

Research reveals that most super fund members don't want 'more products' or 'extra features' but instead just want more 'plain English'.