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

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 21 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
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