CHIEF INVESTMENT OFFICER

Financial planning

In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....

Financial planning

US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....

People & Products

The combined BT/Sagitta group has suffered another setback, with the resignation today of the group’s head of listed property, Carlos Cocaro....

Financial planning

Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...

Financial planning

The exodus of senior executives from the Sagitta Rothschild group has continued, with the resignation yesterday of the head of the group’s small caps team, David Fleming....

Financial planning

Perpetual Investments is predicting another year of disappointing returns for investors in both Australian and international equity markets, while listed property could a...

Financial planning

Active international investment does not deserve its poor reputation according to Intech Financial Services who have revealed that the median specialist international sha...

Funds management

Schroder Investment Management Australia (Schroders) will target only retail and master trust markets with its Australian equity funds after cutting off institutional man...

Financial planning

Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...

Financial planning

AMP has announced it will close its Australian Financial Services division’s broking service as of tomorrow, at the same time as the group anointed a new chairman to repl...

Financial planning

The former founder and chief investment officer of United Funds Management, Susan Gosling, has joined MLC as a senior member of its investment management team....

Financial planning

Van Eyk Research and Syscorp have signed a memorandum of understanding to deliver an Individually Managed Account (IMA) to the financial planning market....

Financial planning

Perpetual Investments has promoted a number of its equities analysts to senior roles as part of an increase in their money management responsibilities. ....

Financial planning

ING Investment Management has appointed Grant Bailey to the position of chief executive officer in Australia, taking the place of departing chief executive Michel van Elk...

Financial planning

The Treasury Group has linked up with the former chief investment officer at Credit Suisse Asset Management, Tim Ryan, to set up a new boutique funds management house....

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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 18 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