CHIEF INVESTMENT OFFICER

Financial planning

Lonsec picked first-time winner in this category, Perennial Value Smaller Companies Trust, out of the crowd of competitors thanks to its strong, sustained performance and...

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Funds management

Growth in China will keep commodity prices high for a few more years, even as much of the Australian equity market continues to battle in the new economic environment, ac...

Funds management

The preference for international equities over Australian equities continues, according to panellists discussing asset allocation at the 2011 Morningstar Investment Confe...

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Funds management

Investors are over-exposed to the commodities sector because of the lack of an alternative, when they should be looking to lower their exposure, according to an industry ...

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Superannuation

An industry expert says financial planners need to rethink the way they advise retiring clients to better meet their changing attitudes to risk and address their need for...

Funds management

The elevated Australian dollar is likely to continue for some time, meaning that investors may need to look to hedged global equities to return alpha, according to Eight ...

People & Products

Jonathan Armitage has joined MLC Investment Management as portfolio manager, moving from Schroders' global equities division in London....

Editorial

Dominic McCormick explains why achieving true portfolio diversification in the current economic climate is a complex task....

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Financial planning

Former UBS small cap specialists John Campbell and Jeremy Bendeich have launched Avoca Investment Management in partnership with Bennelong Funds Management....

Financial planning

Private infrastructure will become more appealing as a hedge against volatility and inflation, with indebted governments also looking to private sector investment....

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Superannuation

Superannuation funds could soon be seen as an alternative source of institutional-grade debt funding, following the decision by UniSuper to invest in Australian commercia...

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Editorial

Despite negative forecasts, gold has managed to retain its value during turbulent market conditions. Dominic McCormick explains why this metal remains the one to watch....

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Funds management

BCS Capital, in partnership with investment advisers Brookvine, has launched a unique Australian equities investment approach that identifies a company's fundamental prof...

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Editorial

Dominic McCormick explains why the adoption of a less dogmatic approach to investing could serve the industry well....

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Financial planning

An index measuring the after-effects of capital gains tax has been launched by the FTSE Group and the Association of Superannuation Funds of Australia (ASFA)....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago