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Financial planning

Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....

Funds management

BT Financial Group has reduced the US exposure in its retail global property fund from 100 per cent to 69 per cent, opening up to European and Asian markets as they in tu...

Financial planning

Swiss-based asset manager Julius Baer Investments is taking its first steps into the Australian market with the launch of a absolute return bond fund for local investors....

Financial planning

A new listed property security debuts on the Australian Stock Exchange this morning, with Charter Hall Group taking its property trust and attached management company to ...

Financial planning

If volatility is the market neutral fund’s friend, then the smooth upward trajectory of most equity indices during 2004 presented a hostile environment....

Financial planning

According to Alliance Bernstein’s Kevin Boreen, senior vice president and senior portfolio manager for global value equities, a consistent value philosophy has resulted i...

Financial planning

In another blow for Bank of Ireland Asset Management, they have been dumped by BT Financial Group as manager of its Partner International Value Fund to be replaced by a d...

Financial planning

AXA has launched a third international fund into the Australian market, this time managed by subsidiary Rosenberg....

Funds management

Australian Unity had added to its portfolio of property funds with the launch of a geared property income fund....

Financial planning

The level of alternative assets retail investors should hold remains a controversial issue, with the broad and contrasting views across the industry exposed in a high lev...

Financial planning

Australians own more shares directly than anyone else in the world but are as likely to get stock tips from a newspaper as from a financial planner, according to a study ...

Financial planning

Stock research firm Fat Prophets is aiming to launch a boutique listed investment company in a move that would push the group into the realm of buying and selling shares ...

Financial planning

Russell Investment Group has halved the exposure to Australian listed property in its diversified funds, directing the money to offshore property securities because of wh...

Financial planning

Boutique investment group Ausbil Dexia will allow retail investors direct access to the underlying stocks within its wholesale Emerging Leaders Fund after today announcin...

Funds management

Rivkin Financial Services’ newly appointed board has moved quickly to impose its plans for the group by allocating $6 million of the firm’s cash reserves to Sydney-based ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

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2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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