Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Financial Planning

Oasis enters big league with $3 billion

Oasis Asset Management, through its Oasis platform, has passed the $3 billion barrier in combined investments from its advisers and 45,000 associated investors.

SRI ratings launched by EIA

The Ethical Investment Association (EIA) have just launched what they claim is the world's first certification program for providers of Sustainable Responsible Investment (SRI) and Ethical Investment products and services.

Macquarie offers advisers a pension guide

In response to adviser demand, Macquarie has launched a pension booklet providing advisers with an easy to understand guide to allocated pensions and term allocated pensions (TAPs).

S&P rates Advance's MIR managed funds as very strong.

Standard & Poor's (S&P) has given Advance Asset Management's new MIR-Managed funds a 'very strong' rating.

Mariner posts $2.63 million net loss in 2004/05

AAP  |  THURSDAY, 1 SEP 2005
Wealth management firm Mariner Financial Ltd has posted a $2.63 million net loss for 2004/05 due to increasing costs as it expanded the business.

Western Pacific snowballs

Western Pacific Investments has taken a 9 per cent stake in the Snowball group acquiring over 5.3 million shares in Snowball's recent placement.

ASIC issues guidance on general advice warning and SOAs

The Australian Securities and Investments Commission (ASIC) has issued an example Statement of Advice (SOA) and released a proposal to reduce the repetition of advice warning for Australian financial services licensees and their representatives.

New Heron product assists with super fund comparisons

The Heron Partnership has launched a new online product to facilitate a meaningful comparison between the different superannuation funds in the market.

RetireInvest streamlines advisory process

RetireInvest has introduced a new range of templates and tools to improve their adviser network's interaction with clients and compliance capabilities.

Rating agencies back Perpetual's new business

Rating agencies have signalled a renewed confidence in Perpetual's new business with its International Share fund receiving strong ratings received from Morningstar, IWL and Zenith.