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Financial Planning

Citigroup's equity strategy goes for steady not flashy performance

Morningstar has given Citigroup's Australian equities strategy a recommended rating citing seasoned management and a disciplined approach as key strengths of Citigroup's strategy which will underpin a consistent 'rather than flashy performance'.

MFS picks up Challenger mortgage trust head

MFS Limited has signed up Challenger Financial Services' head of mortgage trusts, Steve Kyling to head its income funds business.

FPA outlines strategic priorities for 2005

The Financial Planning Association (FPA) has revealed its strategic priorities for 2005 including helping its members improve their professionalism, increasing the awareness of the Certified Financial Planner (CFP) qualification, strengthening its chapter ...

Unsolicited offers by Ross Investments subjected to compliance checks

An ASIC approved external compliance expert will oversee any future unsolicited offered made by Bendigo based financial services company Ross Investments.

Emerging leaders revisit the market

Goldman Sachs JBWere has re-opened its emerging leaders funds due to increased capacity in the equities mid and small-capitalised sectors.

DFA best supporting player

Morningstar Research has awarded the investment strategy of DFA'sDimensional Australian Value Trust a recommended rating.

For Perennial it is as easy as STP

Perennial investment is set to ramp up its straight through processing (STP) processes, which will allow for more upgraded client reporting and client focus.

Government clarifies employer's choice obligations

The Federal Government has released further details of employer's obligations under the choice of superannuation fund requirements set to begin later this year by stating employers will not be forced to be 'participating employers' in a fund to make ...

HN Financial Partners expand to harbour city

HN Financial Partners (HNFP), the Brisbane based corporate superannuation advisers with funds under management of $200 million, has announced it will be expanding its operations into the Sydney market.

MLC set to grow adviser network

MLC has developed a range of transitional packages as an incentive to align advisers with its dealer group networks.