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

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

2 days 8 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

2 days 10 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

5 days 10 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....

9 months 3 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. ...

9 months 2 weeks ago

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

9 months 3 weeks ago