In the past month Zenith has been the first Australian research house to rate three new funds from Airlie Funds Management and Firetrail Investments, and as Zenith’s Head of Equities Quan Nguyen explains, backing selective funds early is all part of a value proposition that can benefit adviser clients and their investors. That’s because like […]
continue readingStandard & Poor’s Fund Services has removed from ‘On Hold’ and lowered to four stars from five stars its rating on the Perpetual Wholesale Concentrated Equity fund (CEF). We placed the fund ‘On Hold’ following Perpetual’s announcement that portfolio manager and head of equities, John Sevior, planned to take a six-month leave of absence from the […]
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25
Jul
2011
Earn CPD Points
CPD: Estate planning – where there’s a Will there’s a wayOften, when people think of estate planning, they focus on the consequences following death. As a result, they often do ...
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CPD: Welcome aboard – the importance of nurturing new client relationships (Part one)Client onboarding is all about making each new client front and centre in welcoming them to your practice. In this ...
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