ZENITH INVESTMENT PARTNERS

Funds management

Zenith Investment Partners will see its co-founder and managing director both depart this year due to their ambitions no longer aligning with those of its parent company....

People & Products

Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires....

Funds management

Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space....

People & Products

Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff....

Financial planning

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Funds management

Two investment professionals have underscored to advisers why integrating a broad range of fixed income exposures in client portfolios is critical for optimal returns. ...

Funds management

With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers select the right fund...

People & Products

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

Funds management

While some fund managers overstate their ESG credentials and others remove their sustainable outcomes entirely, it is transparent communication that will be critical to a...

Funds management

Zenith has identified various asset managers which have performed strongly and those which have struggled in the second quarter of this year....

Expert Analysis

Managed accounts have seen incredible growth in their use and popularity with financial advisers over the past 12 to 18 months, writes Steven Tang, and for good reason....

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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...

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Funds management

Zenith Investment Partners has acquired asset allocation specialist, Heuristic Investment Systems, from its management. ...

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Funds management

The firm which has taken a 37% $20 million stake in Lonsec has acknowledged the perceptions risk entailed in a research house sitting alongside a managed accounts busines...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 1 week ago

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

6 months 2 weeks 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. ...

6 days 20 hours ago

The corporate regulator has cancelled the AFSL of a Queensland-based financial services provider, having held the licence since mid-2016....

4 weeks 1 day ago

ASIC has cancelled the AFSL of a Sydney-based advice firm, describing how it demonstrated “competency failures” in its activities. ...

2 weeks 1 day ago