ANALYST

Financial planning

A research paper has detailed whether individuals are more or less likely to change their investment decision when the advice is generated by human or by artificial intel...

People & Products

Brendan Irwin has been appointed by SQM Research as full-time senior investment analyst where he will be responsible for managed fund research and ratings....

People & Products

Zenith has recruited James Damicoucas as its new associate investment analyst, becoming the third analyst who has joined from a financial planning group....

People & Products

Money Management’s upcoming Investment Analyst Webinar will examine the degree to which the man in the street in Shanghai and Beijing is helping drive global market senti...

Funds management

Chinese Government economic policy moves are increasingly being seen as the X-factor for investors as they move into 2018....

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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’...

2 months 4 weeks ago

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

3 months 3 weeks ago

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

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 18 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 21 hours ago
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