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Financial Planning

GPT to team up with Babcock & Brown

General Property Trust (GPT) yesterday announced a joint venture with newly listed investment company Babcock & Brown that will establish a listed and unlisted funds management business.

van Eyk boosts research capabilities with Aegis Equities and Adviser Edge alliance

At its second annual conference yesterday van Eyk's director Mark Thomas announced two new research alliances with Aegis Equities Research and Adviser Edge - a potential alliance in LPT's and syndicates is currently in the pipeline.

Opis fund gets 'recommended' rating from Lonsec

Ratings agency Longsec has awarded Opis Capital's Premium Equity Fund a 'recommended' rating as a result of the fund's unique investment process and its strong performance over the past five years.

Zenith awards Oppenheimer Capital an 'approved' rating

Zenith has awarded Oppenheimer Capital's International Share Fund an 'approved' rating due to its good historical track record and strong and differentiated investment process.

Gottex consolidates 'A' rating and wins hedge fund award

The Gottex Market Neutral Fund has again been awarded an 'A' rating by global hedge fund rating specialist and research house Allenbridge Hedgeinfo, and is now considered as a 'benchmark fund'.

Navigator migrates to n-link

Navigator's financial planning tool FPI has been upgraded to a new system called n-link, an online software linking the adviser's office to Navigator's administration systems.

Australian Unity joint venture spawns fixed interest manager

Financial services, health and retirement living services provider Australian Unity has teamed up with four senior fund management executives to establish a fixed interest boutique fund manager specialising in absolute return fixed interest investments.

van Eyk splits Australian equities review

van Eyk Research has split its Australian equities sector review and has released separate findings for managers it regards as specialist Australian equities managers.

Russell offers complete super outsourcing option for employers

In preparation for choice of superannuation legislation Russell Investment Group has just launched an enhanced version of its master trust - called Russell SuperSolution - that will enable employers to completely outsource superannuation.

NAB promotes from within for corporate advisory role

The National Australia group has ramped up its corporate advisory services appointing Matt Russell as Superannuation, Investments and Employee Benefits director.