CHIEF INVESTMENT OFFICER

Funds management

BT Investment Management has leveraged the input of more than 30 investment analysts to take out the ethical/socially responsible investment category in this year’s Money...

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Funds management

Long and superior experience in shorting stocks has led to fund manager Regal Australia being named the winner of the Australian equities (long short) category in this ye...

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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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week ago
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