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02 December 2009 • By Julie May • 1 min read

Ray Miles to start new dealer group

Former Genesys chief executive Ray Miles will open a new dealer group called Fortnum Financial Advisers.Former Associated Planners and Genesys Wealth ...

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Perpetual reshuffles SRI fund management

Perpetual reshuffles the supervision of its ethical fund with the appointment of a sole manager.Perpetual Investments has announced that Simon Bridger ...

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Australian Unity makes changes to advice arm

Ross Johnston has stepped down from his post to bolster his own advisory business.Australian Unity Financial Planning (AUFP) head of practice ...

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Mortgage groups form $16bn business

Three existing mortgage aggregators have joined forces to form one industry group.A new major mortgage aggregator is set to be launched in the new ...

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Investorfirst pushes for revenue boost

Investorfirst intends to boost its operations in 2010 through acquisitions and recruitment drives.Financial services firm Investorfirst will look to ...

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Quantum bridges property gap for planners

Quantum launches a product to provide financial planners' clients with access to direct property.Property investment specialist Quantum Group has ...

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BT boosts Wrap Essentials platform

The financial services firm has boosted its Wrap Essentials platform following demand from advisers and client demand for simpler products

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Creating strategic alliances with centres of influence - Column

Indices provider MSCI Barra has made changes to several of its equity benchmarks following its November 2009 semi-annual index review.Forty-eight ...

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S&P withdraws from retail credit ratings

Research house Standard & Poor's (S&P) has withdrawn its application for a retail Australian financial services licence (AFSL) for credit ...

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Zenith recommends Premium Asia Fund

Research house Zenith Investment Partners has added the Premium Asia Fund to its recommended list following an onsite review of the product's ...

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