September 6, 2014

(Pictured: Tony McDonald) by Greg Bright There are big troubles facing the bank-aligned financial planning groups, from litigation to regulation to disenchantment by the clients and the planners themselves. Whether or not this leads to a more independent planning model, as

(Pictured: Jon Howie) The democratisation of access to investment markets which has followed the rise of consumer choice around the world is continuing to force changes in investment management and the management of big super funds. Take what’s happening in the

(Pictured: Jon Howie) The democratisation of access to investment markets which has followed the rise of consumer choice around the world is continuing to force changes in investment management and the management of big super funds. Take what’s happening in the

(Pictured: Matthew Walker) The new Association of Real Return Investment Advisers (ARRIA) is targeting the “top 20 per cent” of IFAs as members, according to the inaugural chair, financial planner Matthew Walker, in order to provide practical content, tools and discussion

(Pictured: Anne-Marie Corboy) One of Australia’s longest-serving industry fund chief executives, Anne-Marie Corboy, has announced her intention to step down from the $29 billion HESTA at the end of February next year. Having been appointed to her role in 1998, she

(Pictured: Feifei Li) The rise in popularity of smart-beta since the global financial crisis has prompted a resurgence in debate about the various factors which quant managers use in devising their strategies. More importantly, whether the characters these factors exhibit are

(Pictured: Martin Goss) World rankings of institutional funds probably don’t mean much to the underlying investors and fund members but the data collection often exposes some interesting trends around the global pensions industry. Towers Watson’s annual Top 300 Funds report was