DAVID WRIGHT
People & Products
The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...
Financial planning
Financial advisers have been making more of a distinction between accumulation and decumulation portfolios but these approaches are largely ad-hoc with little way of indu...
Funds management
Zenith Investment Partners has acquired asset allocation specialist, Heuristic Investment Systems, from its management. ...
Funds management
Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....
Features
The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...
Funds management
Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....
Funds management
Zenith Investment Partners has added Legg Mason Western Asset Australian Bond Fund to its Elite Blends portfolios....
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MARKET INSIGHTS
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...