BNP Paribas has announced the appointment of Nicolas Parrot as Chief Executive Officer for Australia and New Zealand, effective 1 May 2025. He succeeds Karine Delvallée, who will take up... Read more continue reading
02
May
2025
Zenith Investment Partners has reaffirmed its confidence in ClearBridge’s infrastructure strategies, maintaining its ‘Highly Recommended’ rating across all four global infrastructure funds: ClearBridge Global Infrastructure Value Fund (Hedged) ClearBridge Global... Read more continue reading
01
May
2025
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CPD: The case for Australian mid-caps – why quality is on saleShare prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscapeFor many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world orderKey takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagreeComplaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]