CHIEF INVESTMENT OFFICER

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....

Financial planning

Treasury Asia Asset Management has appointed Kenneth Wan to its investment team....

Editorial

Dominic McCormick explains why investors and financial advisers need to look at the here and now when it comes to currency management in investment portfolios - especiall...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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. ...

4 weeks 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 3 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 6 days ago