CHIEF INVESTMENT OFFICER

Financial planning

AXA has disbanded the position of chief investment officer in light of the investment management roles performed by its partners Alliance Capital Management and Bernstein...

Financial planning

Orion Asset Management has certainly made a splash into the boutique funds management pool....

Financial planning

ING-owned platform Optimix Investment Management has added four international investment firms to its manager line-up and follows a tweak of its Australian equity manager...

Financial planning

BT Australia chief investment officer Guy Strapp is taking on the additional responsibilities of acting chief investment officer for BT New Zealand (BTNZ) following the r...

Financial planning

Hunter Hall International is yet to name a new chief investment officer, despite reporting a 55 per cent increase in funds under management for the first half of the fina...

Financial planning

High net worth and institutional fund manager Peters MacGregor Capital Management has opened its global portfolio to retail investors for the first time through the launc...

People & Products

Former Rothschild Australia chief investment officer, Jonathan Pain, has joined HFA Asset Management (HFAAM) as a member of its newly established Investment Strategy Comm...

People & Products

Vertex Capital Management has appointed Charles Macek to its Board as a non-executive director....

Financial planning

Perpetual has moved to combine its personal financial services and investment (excluding asset management) divisions into a new single entity under one management structu...

Editorial

The listed investment company (LIC) area is a bubble ready to burst, says Dominic McCormick....

Financial planning

There’s a new man at the helm of Invesco and he has some very definite plans for the group. John Wilkinson reports....

Financial planning

AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...

People & Products

Australia’s largest ethical investment manager, Hunter Hall Investment Management is set to lose its chief investment officer to a large institution and potentially impac...

Editorial

Dominic McCormick questions accountants’ love affair with investing in property....

Editorial

Since opening its first office here in 1974, Deutsche is enjoying its decision not to own its distribution, with many of its products selling themselves with strong retur...

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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’...

3 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 4 weeks ago

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

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

1 day 15 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 1 day ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

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