Some of Australia’s biggest dealer groups have given the Financial Planning Association’s new conflicts principles the thumbs up, but not all expect the initiative to mar...

Research by InvestorWeb has found against a prevailing notion by local researchers that active fixed interest management doesn’t add value after fees....

Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....

The glory days of the boutique fund manager are over. Investment managers from the big end of town, particularly BT, were the best performing managers of Australian equit...

As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...

In the financial planning industry, the road to setting up your own practice is full of pot holes. BEN ABBOTT asked John Kiley how he survived his first year....

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Solid exposure to the Australian mortgage market has contributed to an upgrading of Mariner Mortgage Trust’s rating by InvestorWeb Research from ‘buy’ to ‘strong buy’ in ...

Financial planning group Centric Wealth has made four new appointments following the merger of the Berkley Group and Centrestone Wealth Advisers....

A small, Melbourne-based dealer group has done what only a handful of the global institutional managers have managed to do in Australia – launched its own China-specific ...

The Advance Concentrated Australian Share Fund, managed by boutique firm MIR, is now available on the Asgard, BT and Macquarie wraps....

Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...

Count Financial expects to back up its strong performance in the first half of 2005-06, forecasting half-year earnings before interest and tax 70 per cent higher than in ...

Strong first quarter results have Count Financial on track to achieving growth targets, with the company reporting an 11 per cent increase in funds under administration i...