CHIEF INVESTMENT OFFICER

Financial planning

Russell has partnered with Matrix Financial Planning and announced its intention to forge a series of partnerships with large investors and financial advice groups....

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Editorial

Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...

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People & Products

Former Zurich executive Matt Drennan becomes CIO at SFG's Mosaic Portfolio Advisers....

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Editorial

Investors are not always comfortable with the decisions made by fund managers, especially during volatile periods. Some managers cave in to their demands, while others do...

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Superannuation

Mercer has criticised the current default superannuation products on offer to Australians and has urged trustees to take a 'lifecycle' approach to default investment stra...

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Financial planning

The client's risk profile - as determined by a financial planner - should determine how their money is managed, according to Fitzpatricks Private Wealth chief investment ...

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Financial planning

In protecting their capital in retirement, investors need to consider the concentration of risk in any new investment strategy they take on, according to Wingate Asset Ma...

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People & Products

Vanguard fixed income executive Gregory Davis will become the company's chief investment officer (CIO) for the Asia Pacific region in 2013....

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Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

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People & Products

Perpetual Limited has appointed a new head of Perpetual Investments, former BNP Paribas Investment Partners chief investment officer, Michael Gordon....

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Financial planning

Select Asset Management has launched a range of new services and offerings, incorporating them into a new business - Select Investment Partners....

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People & Products

Following Stephen Hayes' return to Colonial First State Global Asset Management (CFSGAM) in September, four more investment specialists have been appointed to its listed ...

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People & Products

Following Stephen Hayes' return to Colonial First State Global Asset Management (CFSGAM) in September, four more investment specialists have been appointed to its listed ...

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People & Products

Former BT portfolio manager Jack Chemello has been appointed head of equities at Mason Stevens....

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Superannuation

Standard defensive responses to current market volatility may cause investors to miss attractive opportunities among certain cyclical stocks, according to Principal Globa...

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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 3 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