ZENITH

Funds management

The $673 billion global investment manager has appointed a former Zenith sales head as it seeks to expand its reach in the Australian wealth management market....

Financial planning

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

Features

Commentators say the lack of transparency in private markets is making it difficult for fund managers and advisers to assess them from an ESG perspective....

Financial planning

Zenith Investment Partners has appointed a Brisbane-based business development manager, who previously led Fitzpatrick Private Wealth Partners as a director and senior ad...

Features

As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, there has been a notable downturn in the number of launches and st...

People & Products

Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff....

Financial planning

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Funds management

Two investment professionals have underscored to advisers why integrating a broad range of fixed income exposures in client portfolios is critical for optimal returns. ...

Financial planning

Zenith Investment Partners’ research head Bronwen Moncrieff has joined fund manager Blackwattle Investment Partners....

Funds management

Zenith Investment Partners has detailed how advisers can jump on the new opportunities offered by kangaroo bonds, which are issued by global firms in the Australian marke...

Financial planning

As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...

Funds management

Zenith Investment Partners’ Damien Hennessy describes why the firm is adding duration for bond allocations in its investment portfolios to manage possible economic condit...

People & Products

Adviser Ratings has appointed a new product director to its ranks, while Zenith Investment Partners welcomes back a former partner and senior investment consultant to the...

Funds management

Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concent...

Funds management

Australia is at the forefront of active exchange-traded funds (ETFs) according to Zenith, despite statistics showing they have experienced heavy outflows....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week 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 2 weeks ago

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

4 days 2 hours ago

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

1 week 2 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

3 weeks 1 day ago