CHIEF INVESTMENT OFFICER
Financial planning
Less than half of active investment managers that outperform over a three year period will be able to match the result over a subsequent period, according to a new resear...
Editorial
Dominic McCormick expresses some serious concerns in his opinion piece on a new investment fund....
Financial planning
The financial planning job market has moved on from its compliance myopia. Ross Kelly has the low down on the skills that will get you that dream job....
Financial planning
Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...
Financial planning
Investors have been urged not to compare super fund performances based on style names after an industry survey found only a tenuous link between the style names funds mar...
Financial planning
Some small cap funds have reopened their doors in recent times, but others think the sector is on the way down. Liam Egan reports....
Financial planning
Perpetual Trustees Australia will end its exclusive arrangement with US-based Fidelity Investments to distribute the latter’s international equity funds in Australia afte...
Financial planning
Equity Trustees is to re-open its EQT Small Companies Fund to retail investors following an 18 per cent growth in the S&P/ASX Small Ordinaries Accumulation Index since th...
Financial planning
Melbourne-based boutique hedge fund firm K2 Asset Management has announced plans to close its Australian absolute return fund to avoid triggering potential capacity and l...
Financial planning
InTech has launched its first stand-alone fund to non-consulting clients - an international fund-of-fund consisting of high conviction investment managers with little reg...
Financial planning
MLC has appointed Susan Gosling as general manager of its implemented consulting division as part of the group’s ongoing strategy to strengthen its consulting capabilitie...
Financial planning
Perth-based dealer firm Western Pacific Financial Group has unveiled an ambitious organisational expansion that involves the formation of a holding company to sit above a...
Financial planning
Former Sagitta Wealth Management chief executive Peter Martin is set to return to the market later this year as head of a new start-up venture - Rismark International Lim...
Financial planning
John Wilkinson talks to HSBC chief executive Barry Sheehan and chief investment officer Jon Taylor about the challenges of turning around the fortunes of the fund manager...
People & Products
Fidelity Investments has snared Barclays Global Investors (BGI) adviser services director Michael Ohlsson to manage its Australian business....
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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...