CHIEF INVESTMENT OFFICER
Financial planning
Standard & Poor’s Fund Services has placed the Goldman Sachs Income Plus Wholesale Fund ‘on hold’ following the company’s announcement that it...
People & Products
AXA Investment Managers has appointed former Mercer global chief investment officer Tim Gardener to head its global consultant relations unit....
Funds management
Funds management companies including BlackRock, AMP, Challenger, and Amundi noted by the research house for ongoing key staff departures....
Financial planning
The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...
Editorial
Gold has been in a bull market for the best part of a decade but, as Dominic McCormick writes, it still provides an excellent base for those looking for a solid investmen...
People & Products
MLC has appointed Michael Karagianis as an investment strategist in its investment management business....
Superannuation
Retirement experts discussed the various income strategies available to retirees at a recent Morningstar conference in Chicago. Josh Charlson reports....
Financial planning
Standard & Poor's has placed a 'sell' rating on the AXA Wholesale Global Equity Core Fund, as AXA Rosenberg's founder and head of research step down amid controversy over...
Editorial
Amid growing media interest in the growth of these products, Dominic McCormick explains why exchange-traded funds are a useful tool but not a panacea. ...
Superannuation
AXA has launched an income-generating product aimed at people focused on consistent income heading into retirement rather than accumulating wealth....
People & Products
Australian Ethical has appointed its current head of research James Jordan as its chief investment officer, replacing Martin Halloran who will leave the organisation on 3...
Financial planning
The strength of the Australian dollar may be beneficial to clients, but as Janine Mace points out, it also means financial advisers need to think carefully when it comes ...
Financial planning
Asset managers need to be careful that any market-linked retirement products they build do not simply track the movements of the market index, according to Legg Mason's R...
Financial planning
Standard & Poor's (S&P) has placed AMP's responsible investment funds 'on hold' following a number of portfolio manager changes....
People & Products
GESB has appointed Kate Budiselik and Edwin Schultz as investment strategists....
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MARKET INSIGHTS
Podcast
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...