DAVID WRIGHT

People & Products

The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...

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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

Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring publicly-listed Chant West Holdings....

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Features

The longest bull market has come to an end as a result of a health crisis, Jassmyn Goh finds out what advice has been given to investment committees during this current m...

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Funds management

Research and ratings house Zenith has expanded its reach into the superannuation sphere via the acquisition of Chant West....

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Funds management

Zenith Investment Partners has added Legg Mason Western Asset Australian Bond Fund to its Elite Blends portfolios....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 6 days ago

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

3 weeks 3 days ago

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

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 2 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 3 days ago