If you are a financial planner who is really interested in the welfare of your clients, I hope you will read this article. ...

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...

BT Funds Management is feeling the heat of the recent slump in its Australian equities performance....

Macquarie Funds Management has revamped its investment process in response to its flailing Australian equities performance....

Recent missives fired from research houses raise serious questions about the star rating system used for rating managed funds in this country....

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...

InvestorWeb is to introduce a six star rating system for managed funds early next month....

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...

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

It is business as usual at Morningstar’s Australian operations following the restructure of the group’s US business....

Morningstar has brought in its original founder, Joe Mansueto, to replace Don Phillips as chief executive of the US-based business....

Zurich Investment Management has been given a three star rating in its first qualitative rating by Morningstar....

Supplying the right financial services to each client is not always a simple task, especially when the client base numbers in the millions. Jason Spits looks at how the C...

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