CHIEF INVESTMENT OFFICER

Funds management

JP Morgan Asset Management has spread its presence in Australia by setting up a wholesale business and launching two new funds....

Financial planning

Industry fund media super cuts its executive numbers....

Funds management

SSFS is pushing more money into cash and alternatives in an effort to reduce risk in clients’ portfolios. ...

Financial planning

Bennelong Wealth Partners recruits Dr George Nassios as CIO....

Funds management

Some Australian-based fund managers have been forced to refine their distribution strategies as a result of consolidation in the financial planning sector - something whi...

Funds management

The Australian equities market appears ripe for growth, despite the local economy still moving at sub-par rates, a fund manager believes....

Financial planning

Former AMP Capital and Russell staffer Andrew Lill joins Morningstar’s Ibbotson as CIO, Asia-Pacific....

Funds management

The stabilisation of the global economy in 2014 will see a jump in private equity buyouts, while fostering "slow-but-steady" fixed income and equities growth....

Editorial

ANZ’s Global Wealth division underwent an executive reshuffle earlier this year, with its managing director of advice and distribution Paul Barrett leaving the group afte...

Editorial

There are signs of unwarranted and excessive enthusiasm in the listed investment companies market that could ultimately leave some participants with burnt fingers, writes...

Funds management

Two funds management executives have cautioned that the sharp rise in equity returns, particularly dividend stocks, may not continue next year....

Editorial

John Vail and Hiroki Tsujimura outline their assessment of Japan’s economic reforms and the implications these will have for Australian investors. ...

Funds management

Investors may have to consider either maintaining or even increasing their risk if they want to achieve the returns needed to fund their retirement....

Financial planning

Australian Ethical announces investment in social benefit bond established for Benevolent Society. ...

Funds management

Japanese-based manager makes second Australian play purchasing Treasury Asia Asset Management....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 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 ...

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. ...

3 weeks 4 days 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 1 day 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 4 days ago