CHIEF INVESTMENT OFFICER

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...

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Funds management

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

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Financial planning

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

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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....

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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...

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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...

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Funds management

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

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Editorial

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

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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....

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Financial planning

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

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Funds management

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

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Funds management

Fund managers must adopt a more risk averse approach to managing equity as the population ages, a fund manager believes....

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Editorial

Although many investors were burned during the GFC by the liquidity shortfalls of alternative investments, retail investors now have better opportunities to build up port...

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Funds management

A group of local and international investors have praised the current environment as optimal for retail investment in alternatives. ...

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Funds management

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

13 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 7 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago