CHIEF INVESTMENT OFFICER

Funds management

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

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...

Funds management

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

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...

Funds management

Financial advice division the highlight of Australian Unity performance....

Financial planning

State Street Global Advisers has leveraged feedback from financial advisers, researchers and super fund trustees to launch new retirement lifestyle products into the Aust...

Financial planning

Ratings house Zenith Investment Partners has awarded three Legg Mason Australia funds 'Recommended' ratings. ...

Funds management

Wilson Asset Management Active has recorded a 280 per cent increase in net profit after tax for the year to 30 June 2013. ...

Financial planning

Japan has embarked upon a bold new experiment to boost its moribund economy using monetary, fiscal and structural measures – the “three arrows” – and investors too will n...

People & Products

Russell Investments Asia Pacific CEO departs his role as the company’s executive team goes through a reshuffle....

Superannuation

Expert panel advocates finding a concessional caps’ sweet spot and limiting lump sums....

Funds management

Much of the money currently flowing out of cash is going into managed funds and not into direct equities as previously anticipated, according to BT Financial Group....

Financial planning

Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...

People & Products

Treasury Group has appointed former Mercer chief investment officer Andrew Howard to take up the same post in its Melbourne office. ...

Funds management

Altair Asset Management has launched its Australian equities business, with former Hunter Hall principal Philip Parker taking on the role of managing director and chief i...

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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 5 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