JULIAN MORRISON

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

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People & Products

LJ Collyer, Marietta Gibbs and Chris Hestelow have been placed into new roles in the asset management firm’s distribution team. ...

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Expert Analysis

People get overexcited about a positive story and suddenly everyone is competing against each other to buy a certain share and they bid the price up, writes Julian Morris...

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Funds management

The Allan Gray Australia Stable Fund is now available on IOOF platforms, which includes Pursuit....

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Expert Analysis

Julian Morrison explores how focusing on valuing individual businesses and investing when they are undervalued could lead to better results than sticking to the tradition...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

3 days 1 hour ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

3 days 1 hour ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 20 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago