Magazine
In Brief – September
Privately owned practices catch up to privately owned networks.
Professional PlannerSeptember 3, 2019
Magazine
Magazine
With the highest conviction
Intermede Investment Partners shares its philosophy behind long-term outperformance with a portfolio of just 40 growth companies. It’s strategy according to GARP.
Meredith BoothJune 25, 2018
Magazine
The big edge in small caps
Managed funds have found a way to push back against the trend towards passive by swimming in the diminutive end of the ASX, where expertise and capacity for research can pay off.
Tahn SharpeApril 10, 2018
Magazine
Pioneers of Financial Planning: Ray Griffin
Ray Griffin dreamed of being a racing cyclist. But as one of the first practitioners to join the FPA board, his career has been about getting professional standards up and running.
Simon HoyleNovember 16, 2017
Magazine
Research roundtable gets the view from London
Brexit views depend on perspective and Australian managers are behind on ESG and gender equity. Those were among the lessons portfolio construction practitioners learned in the UK.
Will JacksonNovember 15, 2017
Magazine
Eyes on ethics: What ought one to do?
As financial planning becomes a profession, ethics will play a more explicit role. But determining how people and organisations are likely to behave is still an inexact science.
Kate CowlingNovember 2, 2017
Magazine
Fund award winners reveal secrets to their success
The winners of this year's honours share the formulas that drove their success in the last 12 months.
Kate Cowling and Simon HoyleOctober 25, 2017
Magazine
Interview: ASIC’s Peter Kell expects less regulation, more advice
ASIC deputy chair Peter Kell says he’s looking forward to reduced scrutiny of the sector, and a synergy between reforms and technology that will serve planners and the public.
Simon HoyleOctober 25, 2017