Find out who is winning the race for funds under management in the period to September 30, 2001.

Morningstar has moved to quash rumours that it is about to abandon qualitative research following the departure of chief executive Graham Rich.

Mortgage bankers Cairns Lockie has added a non-conforming loan to its product range.

FundSource Research has moved into the business of selling managed funds to the public through its website.

Auckland

In uncertain times, managing relationship with customers - understanding, attracting and keeping them - matters as never before. Nowhere is this more important than in the financial services sector.

Love 'em or loath them you should read this, Morningstar sticks with NZ, Regulators busy banning advisers.

Are capital notes, contributory mortgages and hedge funds popular just because they are easy to sell in this market?

One of the biggest retail brokers in the country, CS First Boston, has decided to close its retail operations and focus on what it calls its "core business".

Tony Thomas analyses the downfall of Australasian accountancy and financial planning firm Harts.