CHIEF INVESTMENT OFFICER

Editorial

Chad Padowitz reviews the regions and sectors investors should target – and avoid – in 2014. ...

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....

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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 9 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....

1 week ago
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