ZENITH

People & Products

John Nicoll, national head of sales at Zenith, has taken up a new role at portfolio construction and consulting company InvestSense. ...

Funds management

According to Zenith Investment Partners, the performance of Aussie equities was stronger than expected due to declining inflation alongside China’s reopening....

Funds management

Australia has been described as one of the worst countries in the world for transparency of portfolio holdings as clients and the regulator seek more information on susta...

Funds management

Investment return expectations across asset classes are “far better” than they’ve been for years, according to the investment research and portfolio solutions provider. ...

Financial planning

Advisers have a vital role to play in helping investors to understand environmental, social and governance, according to Zenith, with performance likely to be scrutinised...

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Funds management

2022 will be remembered as one of the “worst bond routs in history”, according to Zenith, but it is looking like the worst is over when it comes to performance....

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Expert Analysis

There is a lack of industry definition for environmental, social and governance investing, writes Dugald Higgins, which can make it difficult to explain the differences t...

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Superannuation

Chant West has incorporated responsible investment classifications into its ratings for superannuation fund investment options, allowing investors to make more informed i...

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Funds management

While returns for bonds are still low, current rates are the best they have been for two years, according to Zenith....

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Rate the raters

Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....

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Funds management

The Evergrande example has proved that active management plays a significant role when investing in regions associated with high political or regulatory risks....

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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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Features

Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....

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People & Products

Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....

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People & Products

In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....

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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...

3 weeks 3 days ago

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

4 weeks 1 day ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

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