Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

Why planners should deliver ‘hard advice’

Jim Stackpool … ‘perhaps financial planners should look to the health industry as a model’ Jim Stackpool’s new book, ‘Seeking Certainty’, is his first targeting the consumers of financial services as well as advisors. The owner of Strategic Consulting & Training has specialized in advising the advisors for more than 15 years. He spoke to…

Investor Strategy News | 14th Feb 2014 | More
Lessons in creativity, the arts and the art of funds management

Meredith Brooks … ‘I have to say, genuinely creative fund managers are very rare’ On the surface it seems like an odd mix of professional interests: investment management and the arts. There are massive differences, of course, but there are also similarities, according to Meredith Brooks, who has excelled in both environments. She spoke with…

Investor Strategy News | 5th Feb 2014 | More
  • Risk is like the truth: rarely pure and never simple

    Jack Gray, academic, fund manager and usually polite stirrer, this month addressed the board of America’s largest pension fund, CalPERS, in Monterey, California, on “Risk Inflation”. He spoke to Greg Bright about that presentation, his investment beliefs and a potentially better world for financial services. Like most US public sector funds, the US$280 billion CalPERS…

    Investor Strategy News | 30th Jan 2014 | More
    AustralianSuper’s story: preparing for a retail super world

    Ian Silk … ‘it’s important we don’t get seduced by size and position in the marketplace’ Belying its size, AustralianSuper, Australia’s largest superannuation fund, is continuing a history of innovation with its current program to insource the management of about 30 per cent of its investments. The fund has become a bellwether for others. Greg…

    Investor Strategy News | 22nd Jan 2014 | More
  • Aged care and increasing demands on planners

    Planners will have to offer this advice, one way or another, if they are going to keep their client base. But it’s not for everybody. It’s a touchy feely subject.’ – Anna Lawton The complicated world of aged care is about to get a bit more complicated with this year’s proposed changes to the core…

    Investor Strategy News | 15th Jan 2014 | More
    Reflections on funds management … and more important matters

    Professor Ron Bird… ‘clients usually better off if their managers do very little’ Ron Bird, still widely known in the funds management industry as “The Professor”, is easing himself towards retirement after a notable career in both funds management and academia. He speaks with Greg Bright about that career and his investment beliefs. To my…

    Investor Strategy News | 19th Dec 2013 | More
    Common sense a prime ingredient for research

    Piers Bolger … ‘you need both an investment and a moral compass’ Piers Bolger, the head of research and strategy at BT Financial Group, says you need both an investment and a moral compass to capture the opportunities from market cycles. And after more than 20 years as an investment specialist, he has seen a…

    Investor Strategy News | 13th Dec 2013 | More
    Advice through the prism of a glass half full

    Graham Rich … ‘quality financial advice adds material value’ Graham Rich considers it a compliment that his own investment biases are not well known. The founder of several businesses, including that which became Morningstar in Australia, has devoted much of his career to providing independent and objective information to the financial advice industry. He speaks…

    Investor Strategy News | 5th Dec 2013 | More
    The ongoing search for fund manager skill

    David Gallagher … ‘what we are doing has a lot of public benefit’ The Centre for International Finance and Regulation (CIFR), based in Sydney, was established as a result of a decision by the first Rudd Government, emanating from the Johnson report into Australia’s financial services industry and its interaction with the region. David Gallagher…

    Investor Strategy News | 28th Nov 2013 | More
  • Managed funds research trends – how Lonsec is adapting

    Amanda Gillespie… ‘retirement piece is what we, as an industry, have to come to terms with. Lonsec Research is one of the main entities under Lonsec Fiscal Holdings, the result of the ownership change and recapitalization of the Lonsec research and broking group in mid-2011 with the SuperRatings super fund research firm. Amanda Gillespie, a long-time Lonsec employee and the chief executive of Lonsec Research, is…

    Investor Strategy News | 21st Nov 2013 | More
    Foresight, knowledge and integrity the consultants’ mantra

    (Lounarda David … ramifications of insourcing) Lounarda David has worked with all the big names of Australia’s securities services industry and with a lot of the big global names.  She set up Mercer Sentinel in Australia and New Zealand, and then expanded it into Asia. She became a regional director with global responsibilities and a…

    Investor Strategy News | 14th Nov 2013 | More
    Consumer control and transparency for advisors of the future

    Ian Knox… ‘I wanted to input my own sense of values’ Ian Knox surprised his friends and colleagues when he decided to launch his own business in 2004. He had had a series of senior roles at large financial services companies – Lend Lease, Westpac and St George – before linking up with Charlie Haynes…

    Investor Strategy News | 6th Nov 2013 | More