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Financial Planning

Resolution Capital reaches its Pinnacle

ALEX DUNNIN  |  THURSDAY, 13 SEP 2007
Pinnacle Investment Management has acquired a 40 per cent stake in the global property manager Resolution Capital, in a deal that will significantly boost Pinnacle's boutique stable that already includes Hyperion, Plato and Palisade.

Core-satellite investing gets the balance right

MICHAEL HOBBS  |  THURSDAY, 13 SEP 2007
Index manager Vanguard Investments has urged advisers to use the core-satellite approach to boost returns and reduce the volatility of their clients' portfolios.

Explorer turns new leaf with Ascalon

CHRIS NICHOLLS  |  WEDNESDAY, 12 SEP 2007
Boutique manager Ascalon Capital Managers has purchased 40 per cent of Separately Managed Accounts (SMA) provider Explorer Group from First Capital, ending confusion over the firm's stability.

Bridges over fresh waters

MICHAEL HOBBS  |  WEDNESDAY, 12 SEP 2007
Bridges Financial Services, a financial planning business with nearly $17 billion in funds under advice (FUA), has looked to new products in the market to increase its fund manager line up by more than 10 per cent.

Perpetual charity

MICHAEL HOBBS  |  TUESDAY, 11 SEP 2007
Perpetual has launched its Charitable and Community Investor Fund designed to ensure non-profit organisations and charities can generate income for their everyday activities.

JPMorgan serves up investment legends

CHRIS NICHOLLS  |  TUESDAY, 11 SEP 2007
JPMorgan has released a structured investment product, available exclusively to Citibank customers, that gives access to three of the world's most famous investors, including the legendary Warren Buffett.

The great Australian FM shuffle

Who is managing your money? According to a new report, more than a third of household names in Australian equities fund management lost a key portfolio manager or analyst in the last seven months, changing the balance of power and muscle in the local ...

Kaplan adapts Finsia teaching model

WWW.THESHEET.COM  |  MONDAY, 10 SEP 2007
US education company Kaplan has just taken over the teaching division of Finsia and while making a commitment to maintain the group's curriculum and teaching style, changes are also in the wings.

Dalton Nicol Reid seals MBO

CHRIS NICHOLLS  |  MONDAY, 10 SEP 2007
Brisbane-based IMA specialist Dalton Nicol Reid has completed a management buy-out of their business from co-partners and investment advisers Fitzpatricks for an undisclosed sum.

Consultum takes flight

Flight Centre Limited's in-house financial advisory service, MoneyWi$e, has joined national dealer group Consultum Financial Advisers.