By any measure, it has been a successful 2004 for boutique fund manager St Helens Capital....
What does a company better known for operating suburban Chemist shops know about funds management? Everything, if the predictions of researchers is anything to go by....
In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...
The use of hedge funds by financial planners is growing, but slowly. In many cases, it is only planners who have reached a certain level of competence that are allowed to...
You wouldn’t think that spending hours looking at ‘dogs’ would be the best way to win Money Management’s Fund Manger of the Year award for Australian equities. But that’s...
Netwealth director of distribution and marketing Matt Heine says the favourite parts of his role are the people, the clients and the “challenge”....
Daring to be different can pay dividends for boutique managers, but there is no easy formula for success, FREYA PURNELL discovers....
Assirt claims the net retail inflows top five show a mixed bag of managers, both specialist and generalist, and that the largest flows have been into defensive investment...
The boutique created by the now defunct National Asset Management team is firing on all cylinders. John Wilkinson reports....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...