CHIEF INVESTMENT OFFICER

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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Funds management

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

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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...

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Financial planning

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

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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. ...

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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...

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People & Products

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

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Superannuation

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

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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....

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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...

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People & Products

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

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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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Editorial

Do Australians take too short-term a view of investments? Is there a tendency for knee-jerk reactions and little consideration for the long-term? A Money Management round...

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago