CHIEF INVESTMENT OFFICER

Financial planning

The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...

Editorial

Gold has been in a bull market for the best part of a decade but, as Dominic McCormick writes, it still provides an excellent base for those looking for a solid investmen...

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People & Products

MLC has appointed Michael Karagianis as an investment strategist in its investment management business....

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Superannuation

Retirement experts discussed the various income strategies available to retirees at a recent Morningstar conference in Chicago. Josh Charlson reports....

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Financial planning

Standard & Poor's has placed a 'sell' rating on the AXA Wholesale Global Equity Core Fund, as AXA Rosenberg's founder and head of research step down amid controversy over...

Editorial

Amid growing media interest in the growth of these products, Dominic McCormick explains why exchange-traded funds are a useful tool but not a panacea. ...

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Superannuation

AXA has launched an income-generating product aimed at people focused on consistent income heading into retirement rather than accumulating wealth....

People & Products

Australian Ethical has appointed its current head of research James Jordan as its chief investment officer, replacing Martin Halloran who will leave the organisation on 3...

Financial planning

The strength of the Australian dollar may be beneficial to clients, but as Janine Mace points out, it also means financial advisers need to think carefully when it comes ...

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Financial planning

Asset managers need to be careful that any market-linked retirement products they build do not simply track the movements of the market index, according to Legg Mason's R...

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Financial planning

Standard & Poor's (S&P) has placed AMP's responsible investment funds 'on hold' following a number of portfolio manager changes....

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People & Products

GESB has appointed Kate Budiselik and Edwin Schultz as investment strategists....

Funds management

Experience and consistency are the two key factors that have enabled AMP Capital to top the list of global property securities at a time when it looked like many stocks i...

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Funds management

A unique and proven investment process was one of the key features of Platinum Asset Management’s Asia Fund, this year’s winner of the Money Management/Lonsec Fund Manage...

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Editorial

Dominic McCormick explains the reasoning behind Select Asset Management's decision to raise concerns regarding Trio Capital/Astarra....

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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....

5 days 9 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 3 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 1 day ago