Staff Writer
Staff Writer
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News by this author
Boutique fund manager, OC Funds Management, has earned Lonsec’s highest rating for its OC Premium Small Companies Fund....
Experience and quality of investment personnel are key factors behind Lonsec’s decision to upgrade its rating of a BT fund....
Former ANZ executive, Andrew Polson has been recruited as the new GM, wealth management at MyState....
Sunsuper recruits former Vanguard senior executive, Gus Sauter, and Treasury founder, Rodney Green, to its investment committee board....
BT Financial Group has recruited Sue Houghton as its new general manager for insurance....
Former ANZ senior executive, Phil Chronican has been appointed to the National Australia Bank board....
Antipodes Partners recruits Platinum Asset Management’s Chris Connolly as an investment analyst....
Investors need to be aware that “not all bonds are created equally”, and that despite yields being at historic lows, they can provide benefits....
Australian investors need to prepare their portfolios for a change in the interest rate environment....
Independent business law firm, Hall & Wilcox makes new appointments building out its tax practice....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...