Curtis starts new research group
PartnershipPlanning head of research Lynne Curtis has left the group to start an independent funds management and asset allocation research group.
Curtis left Partnership Planning two weeks ago to launch the new group, 5Di (pronounced five-dee). Curtis will head up the group as chief executive and is joined by the key members of her previous team.
“The team has an average industry experience of 17 years and a range of overlapping skills, but it also allows us to continue the philosophy of the investment process without any glitches,” Curtis says.
While 5Di will conduct research and asset allocation, Curtis says the focus will be in the application of research for planners and its use at the client level.
This will be achieved through moving away from the traditional approach to risk profiling to a time frame-based approach.
“We will work in the market of research but are looking at the combination of optimal blends, combining with customised asset allocation to produce portfolio solutions for clients. We would prefer to say it is not just research but going beyond the product to work with dealer groups and corporate superannuation funds to build portfolio solutions,” Curtis says.
“Because our process and models are transparent, planners can provide portfolio solutions for clients efficiently, which are unique to each client.”
A number of dealer groups that Curtis’ team was involved with at Partnership Planning have already signed up for the service and more are expected to join in the near future.
“We were already providing services to other groups while with Partnership Planning and a number of them have made the move with us,” Curtis says.
AUTHOR
Jason Spits
Recommended for you
ASIC has released the results of the latest financial adviser exam, held in November 2025.
Winners have been announced for this year's ifa Excellence Awards, hosted by Money Management's sister brand ifa.
Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry.
Financial advisers often find themselves taking on the dual role of adviser and business owner but a managing director has suggested this leads only to subpar outcomes.
