CHIEF INVESTMENT OFFICER

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....

Financial planning

Perpetual Investments has secured the services of three of Macquarie Funds Management credit specialists to bolster its asset management team....

Financial planning

Style neutral investment group Ausbil Dexia co-founder Michael Wilson has announced his retirement from the firm seven years after its launch through a joint venture betw...

Financial planning

Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O’Brien into a newly created director retail sales and marketing role....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago