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News by this author
Australian risk tolerance specialist firm, FinaMetrica has merged with Canadian firm, PlanPlus cementing a decade-long collaboration....
OneVue has appointed industry veteran, Richard Linnegan as its new chief operating officer, fund services....
Alpha Fund Managers has rewarded Quay Global Investors with a global listed real estate mandate....
National broker franchise MoneyQuest has looked to extend its service capability with four new appointments....
The Institute of Managed Account Professionals has looked to kick off a forum designed to help dealer group research and investment teams....
Looking at global funds on a range of risk and return metrics shows Platinum Unhedged, Magellan Global and Platinum International have consistently outpaced their peers....
Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....
Industry fund Vision Super is breaking new ground by moving to employ an environmental activist to help shape investment decisions....
Lombard Risk has announced an Australia and New Zealand expansion on the back of new Australian Prudential Regulation Authority reporting requirements....
Euroz Securities chief executive, Robert Black has been elevated to the firm’s parent company, Euroz Limited, board....
Analysis by this author
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...