CHIEF INVESTMENT OFFICER
People & Products
Independent investment manager Dalton Nicol Reid has appointed Robert White as its new chief executive officer and head of distribution after Harley Dalton’s departure....
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. ...
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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...