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Antipodes acquires boutique manager
|Antipodes has acquired a fund manager specialising in Asian equity and fixed income strategies that has about $170 million in assets under management.
The funds delivering up to 30% returns: Mercer
|Mercer released its investment performance charts, revealing the top 10 funds delivering massive returns.
ClearBridge launches first local global equity fund
|ClearBridge Investments has launched its first global equity strategy in Australia as it looks to introduce more in the future.
Plenary Group sells 49% stake to ADQ
|Abu Dhabi sovereign wealth fund ADQ has acquired a 49% stake in Plenary Group as it marks its first investment in an Australian company.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
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If I was a Bank planner I'd find this very insulting. You'd have to have rocks in your head to work as a planner for a bank and put up with this. It's not the planners that need ethics training, it's the senior management of the organization that pressure more junior staff to meet sales targets, to sell so much of XYZ product. Why haven't middle and senior management had to undergo ethics training? The ethics of an organization are influenced from the top and work its way down. The sooner bank planners are segregated from the broader planning community the better.
So 500 AMP advisers and others from the 4 banks are lining up to learn about ethics
Is it thus true to say these people have been advising in an ethics-free zone all these years? Sounds like a lot of SOAs may need to be reviewed.
Ethics are a part of most peoples value system - you either have ethics or you don't. And if you don't practice it every day already, a training course is useless.
And I suppose all those bank sales managers who pressure advisers to meet quotas will be attending as well.