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Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH | FRIDAY, 24 JUN 2016

Awards honour modern marketing, advertising and sales excellence (MAX) in 18 categories including Marketer of the Year, Sales Executive of the Year, and Product Launch of the Year. Now in its 21st year, the annual MAX Awards recognise Australia's leading ...

Aspen Group CEO, CFO and chair depart in restructure

ALEX BURKE | FRIDAY, 10 JUN 2016

... chief executive Clem Salwin and chief financial officer Adam Marrs will leave at the end of September. Current Aspen chair Frank Zipfinger has also tended his resignation, with Clive Appleton taking over the role. This follows several major developments ...

Global equities tease income opportunity

KERRIE SYDEE | TUESDAY, 31 MAY 2016

Global equity income strategies, once only available to institutional investors, are now easily accessible using cost-effective ETF products as building blocks of an income portfolio. This a view presented by SPDR ETFs in a white paper released by State ...

Ethics and income not incompatible: Martin Currie

ALEX BURKE | FRIDAY, 13 MAY 2016

Applying an ethical values screen to investment doesn't need to compromise income objectives, according to Martin Currie research. Commenting on the Ethical Income strategy, distributed by Legg Mason, the Martin Currie research found that the "investment ...

SILC Group appoints new exec director

KERRIE SYDEE | FRIDAY, 6 MAY 2016

... The SILC Group has announced the appointment of a new executive director and head of portfolio solutions. In his new role, Frank Russo will be responsible for providing a range of portfolio construction, funds management and investment advisory services ...

NAB posts $1.7bn net loss from Clydesdale IPO

ALEX BURKE | THURSDAY, 5 MAY 2016

NAB has announced its half year FY2016 results, revealing a net loss of $1.7 billion, down 150.6% on the prior corresponding period. NAB's statement attributes this to "discontinued operations losses," referring to the loss on demerge and IPO of CYBG ...

ANZ retains FUM during major wealth restructure

ALEX BURKE | TUESDAY, 3 MAY 2016

ANZ has announced its 1H2016 results, revealing it has kept ANZ Wealth funds under management stable amidst a major multi-divisional restructure that has so far cost the bank $138 million. On average, funds under management throughout the first half ...

Kinetic Super hires retirement specialist as CEO

DARREN SNYDER | MONDAY, 2 MAY 2016

... Australia Bank, AXA and ANZ with particular expertise in super, retirement solutions and wealth management. Kinetic Super chair Frank Gullone said the $3 billion fund is pleased to have secured someone of Andrew's calibre and experience. "His expertise ...

Beulah Capital partners with $1tn global asset manager

ALEX BURKE | THURSDAY, 21 APR 2016

Australian boutique Beulah Capital has launched a global managed account strategy in partnership with a major international investment manager. Developed jointly with Franklin Templeton Investments, Beulah's International Equities Portfolio will give ...

Market Vectors ETFs to rebrand

DARREN SNYDER | THURSDAY, 21 APR 2016

Market Vectors ETFs is being rebranded to VanEck Vectors ETFs as part of a global initiative to bring all businesses and investments under the single VanEck parent company brand. VanEck Australia managing director Arian Neiron said the rebrand will ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Hobart

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Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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