CHIEF INVESTMENT OFFICER

Policy & Regulation

A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...

Editorial

There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...

Financial planning

AMP Capital has announced that it has ended its joint venture AMP Brookfield following a strategic review....

Superannuation

The decision to follow the Cooper Review's recommendation to pursue a Total Annual Expense Ratio (TAER) regime may prove counter-productive in terms of better informing s...

Funds management

Environmental, social and governance based managed funds are holding their own despite the current volatile market conditions, and may emerge at an advantage as a result ...

Financial planning

The Australian Unity Altius Bond Fund has received a 'recommended' rating from ratings house Zenith Investment Partners....

Financial planning

Aviva Investors Australia has announced that it will be rebranded Antares following its acquisition by MLC in October last year....

Financial planning

The latest Financial Services Council chief investment officer index reveals Europe still acting as a serious drag on sentiment....

Financial planning

Mason Stevens has merged with 2020 Funds Management and 2020 DIRECTINVEST with a view to improving its scale, distribution and variety of product offerings....

Financial planning

Research house Standard & Poor's Fund Services (S&P) will not change the four-star rating on the Macquarie International Infrastructure Securities Fund, following the ann...

Financial planning

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

Financial planning

Australian Unity will seek to use current disenchantment with the major banks to push its Big Sky Building Society....

Editorial

Dominic McCormick explains why passive funds are not a low risk portfolio approach....

People & Products

Australian Ethical has appointed David Macri as chief investment officer following James Jordan's decision to step down after nearly two years in the role....

Editorial

All the signs are showing that the share market is reaching its low point, argues Dominic McCormick....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 5 days ago