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Showing 11 - 20 of 23 results for "Peter Green"

Fund manager challenges 'avoid' rating

RUTH LIEW  |  THURSDAY, 18 NOV 2010
Morningstar gave Alphinity's Concentrated Australian fund an 'avoid' rating citing concerns about the fee structure - but Challenger, which has a stake in the boutique, questioned the report calling the comments "emotional rather than logical". The ...

More workshops to prep for fee-for-service

ELISE BURGESS  |  THURSDAY, 19 AUG 2010
From only a fraction of financial planning groups offering advice through fee-for-service five years ago, the advice model has now gone mainstream - and there are workshops a-plenty for those who are still mulling over their options. Seven years ago ...

Challenger names Aus equities boutique

MICHAEL HOBBS  |  TUESDAY, 6 JUL 2010
Challenger Financial Services has hired the former AllianceBernstein Australian equities team to create Alphinity Investment Management and run three of its funds. Australian equities boutique, Alphinity Investment Management, forms part of Challenger's ...

Planners gain insto help with fee for service

COMPANY RELEASE  |  FRIDAY, 4 JUN 2010
A large financial services group is giving financial planners that are moving to a fee for service remuneration model a helping hand. MLC is providing workshops to all financial planners following significant demand from advice firms outside the MLC ...

S&P downgrades Challenger Aus Share funds

MICHELLE BALTAZAR  |  MONDAY, 10 MAY 2010
S&P Fund Services has placed the Challenger Australian Share Income Fund 'on hold' and derated the group's Australian Share Fund and Select Australian Share Fund from four stars to three stars, citing resourcing issues. The changed ratings come on the ...

ABCs of advice at MLC

COMPANY RELEASE  |  FRIDAY, 12 MAR 2010
MLC is launching its own advice business school to help salaried advisers branch out on their own and succeed in their business. According to a press statement, the MLC Advice Business School provides the training and support necessary for a salaried ...

AMIST appoints board director

MICHELLE BALTAZAR  |  TUESDAY, 10 NOV 2009
Super fund AMIST has appointed Gary Hardwick, a Victorian-based employer representative, to fill the board role left open by retiring board director Peter Greenham. "After more than a decade on the AMIST Super board, Peter has decided to retire and ...

Challenger welcomes back S&P four stars

After an almost two year hiatus, Challenger's Australian Share Fund and Select Australian Share Fund have both been upgraded back to four stars by Standard and Poor's (S&P). The Australian share fund has returned from a three star rating to a four star ...

Morningstar rates Deutsche small-caps fund 'investment grade'

Morningstar Research has awarded an 'investment grade' strategy rating to the Deutsche Australian Small Companies Fund citing concerns over the inexperience of the fund's investment team and the uncertainty surrounding the size of positions the fund ...

Four Stars awarded to Challenger: Morningstar

Morningstar has given Challenger a four star rating in its latest assessment of the institution's investment team and strategy. The ratings house said Challenger's style neutral strategy should be mixed with at least another large-cap or growth manager ...