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Financial Planning

BT Wrap Essentials adds 14 new funds to platform menu

In a bid to offer investors exclusive access to particular funds, BT Financial Group has added 14 new funds to its Wrap Essentials platform taking the total number of funds to 52.

Share markets still the best bet

Mercer Investment Consulting's Sector Surveys for 2004 have shown investments in either local or overseas share markets have yielded the best returns in several years.

Sydney financial advisers banned for good

ASIC has banned Tony Zareei and Tunde Doja permanently form providing any financial services, and from being representative of a securities dealer or investment adviser, after finding the pair had failed to perform their duties honestly efficiently and ...

Solid 2004 for Intersuisse small caps index

AAP  |  FRIDAY, 14 JAN 2005
An index has shown that small capitalised stocks performed well in 2004 but fell short of the bumper 2003 when the minnows of the stock market improved almost 50 per cent.

FPA pushes members to adopt tighter conflict of interest guidelines

The Financial Planning Association (FPA) has called on members to appoint Conflict Officers, conduct business wide audits and issue declarations stating conflicts of interests have been removed.

AMP Financial Planning's 2005 initiatives

AMP Financial Planning will implement initiatives to simply financial planning by tailoring advice packages to consumers life cycle needs including a comprehensive consumer education.

Australian equities remain investors' favourite

Navigator research into fund flows across asset classes for 2004 via the Navigator platform has found Australian shares experienced the largest funds flow boost as a proportion of total inflows.

Choice regulations offer no surprises as consultation moves to next phase

The government will seek the next phase of public comment into the choice of fund regulation.

Maple-Brown Abbott goes the distance

Morningstar Research has given Maple-Brown Abbott's Australian Equity Trust's investment strategy a recommended rating due to the fund manager's propensity to perform well over the longer term.

Russell wins $700m NewsSuper fund

Russell Investment Group has struck the largest outsourcing deal to a master trust with News Limited signing Russell to manage its 8,000 member, $700 million corporate fund.