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Financial planning
Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
Financial planning
Charter Financial Planning is taken an increasingly tough stance on the qualifications of its financial planners. But as John Wilkinson discovered, it is offering full de...
Financial planning
The creation of a new accountant-based dealer group last year caused a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their progress s...
Editorial
Many financial planners have at best dim memories of the major corrections of 1994 and 1987. Rob Keavney believes some of these advisers are putting their clients into hi...
Financial planning
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
Financial planning
If you are a financial planner who is really interested in the welfare of your clients, I hope you will read this article. ...
Financial planning
The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...
Financial planning
BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....
Financial planning
Macquarie Funds Management has revamped its investment process in response to its flailing Australian equities performance....
Financial planning
Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....
Financial planning
Co-operative style financial planning businesses have copped a lot of flak over the past year after a high profile failure in one venture at the end of 1999. John Wilkins...
Financial planning
InvestorWeb is to introduce a six star rating system for managed funds early next month....
Financial planning
Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...
Financial planning
BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...