CHIEF INVESTMENT OFFICER
Financial planning
Over the past month, ING Australia has retrenched close to100 people across the board following an overall reorganisation of the business....
Financial planning
Shrugging off recent ructions surrounding its management, Morningstar has downgraded BNP Paribas and Merrill Lynch Investment Managers (MLIM), dropping the first to one s...
Financial planning
Tower Asset Management (TAM) chief investment officer Craig Turnbull has left the funds management group after it announced a restructure within the senior ranks....
Financial planning
Research house InvestorWeb is considering taking legal action against BT Funds Management over allegations made by BT’s chief investment officer Gary Symons that the rati...
Financial planning
The Insurance and Savings Ombudsman (ISO) has hit out at a New Zealand financial services firm, accusing it of undermining the credibility of its scheme in order to avoid...
Financial planning
Boutique funds management group Investors Mutual will launch two new funds before the end of the year as part of an expansion plan according to managing director Anton Ta...
People & Products
Former National Asset Management (NAM) chief investment officer Stephen Hiscock has returned to funds management as head of his own boutique operation in Melbourne, after...
Financial planning
BT Funds Management (BTFM) chief investment officer Gary Symons has hit out angrily at ratings house InvestorWeb after the group downgraded all of BTFM’s international fu...
Financial planning
Australia’s pooled fund managers had more than $4 billion wiped off their bottom line in the first quarter of this financial year as the September 11 tragedy in the US pl...
Financial planning
InvestorWeb has delivered a scathing assessment of BT Funds Management’s international equities capabilities, downgrading the rating of all BT international funds in its ...
Financial planning
Ratings house Assirt has upgraded BT Funds Management (BTFM) diversified product rating from hold to investment grade, or a three star rating, announcing the upgrade aft...
Funds management
The listed property trust (LPT) sector has been tipped by Ausbil Dexia to continue to outperform the All Ordinaries index, at least until the end of this calendar year....
Financial planning
HSBC Asset Management Australia has undergone a change of the guard with Paul Kasian moving into the chief investment officer (CIO) position, following the resignation of...
Financial planning
Portfolio Partners founder and joint managing director David Slack will step down from overall management of the group to lead the investment strategy part of the group....
Financial planning
Morningstar has dropped another star off BT Fund Management’s rating, downgrading the fund manager from three to two stars....
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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...