JULIAN MORRISON

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

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People & Products

LJ Collyer, Marietta Gibbs and Chris Hestelow have been placed into new roles in the asset management firm’s distribution team. ...

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Expert Analysis

People get overexcited about a positive story and suddenly everyone is competing against each other to buy a certain share and they bid the price up, writes Julian Morris...

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Funds management

The Allan Gray Australia Stable Fund is now available on IOOF platforms, which includes Pursuit....

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Expert Analysis

Julian Morrison explores how focusing on valuing individual businesses and investing when they are undervalued could lead to better results than sticking to the tradition...

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

1 week 6 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

5 days 23 hours ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

3 days 17 hours ago