CHIEF INVESTMENT OFFICER

Funds management

BCS Capital, in partnership with investment advisers Brookvine, has launched a unique Australian equities investment approach that identifies a company's fundamental prof...

Editorial

Dominic McCormick explains why the adoption of a less dogmatic approach to investing could serve the industry well....

Financial planning

An index measuring the after-effects of capital gains tax has been launched by the FTSE Group and the Association of Superannuation Funds of Australia (ASFA)....

Financial planning

There are several good reasons for excluding banks from global portfolios, including leverage and increasing government regulation, according to Insync Fund Managers....

Financial planning

Australian Ethical chair Naomi Edwards is retiring to focus on environmental and conservation activities....

People & Products

Bennelong Long Short Equity Management (BLSEM) has expanded its research capability with the appointment of Michael Baker as investment analyst....

Financial planning

Listed dealer group Snowball is one step closer to having an independent and non-executive board after two members of its board of directors resigned....

Editorial

Pre-occupation with quantitative analysis in the financial markets has not necessarily served us well, says Mark Arnold. He explains how and why modern portfolio theory h...

People & Products

International equity fund manager Insync Funds Management has added to its investment team with the appointment of Bob Desmond as senior portfolio manager....

Editorial

Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....

Financial planning

The replacement of outgoing Financial Planning Association CEO Jo-Anne Bloch by Godfrey Pembroke chief Mark Rantall attracted criticism from some quarters of the industry...

Financial planning

S&P has reinstated its three star rating of the GSAM Income Plus Wholesale Fund, having placed the fund ‘on hold’ following the resignation of the fund&#8...

Financial planning

Any investors worried about the strength of the residential property market shouldn’t have a positive view of Australian bank stocks, according to Wingate Asset Man...

Editorial

Dominic McCormick explains that when it comes to investing, the process is much less important than the character traits and the experience of the investment managers who...

Financial planning

The retirement of Goldman Sachs Asset Management’s advisory director, Bob Jones, will not affect the manager’s local ratings under S&P....

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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’...

2 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 ago

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

3 months 1 week ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

3 weeks 1 day ago
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