Magazine

Magazine

Behind our decision to end print

Colin Tate, chief executive at publisher Conexus Financial, explains why Professional Planner is ending its 13 year print run to focus on delivering content digitally, and why we should all be questioning the way we see the world.

Colin TateMay 4, 2020

Magazine

In Brief – September

Privately owned practices catch up to privately owned networks.

Professional PlannerSeptember 3, 2019

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

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