From globetrotting to globalisation… an ex-pat’s new challenge at home
Chris Taylor has spent more of his 25 years with State Street, where he started…
Browsing: Friday Interview
No shortage of ideas but alternatives uptake lags
When Bev Durston returned to Australia last year after seven years working overseas, mostly in…
After 40 years: Don Sharp’s next challenge
Don Sharp… ‘obstacles to managed accounts growth being removed’ At an age when most of…
Why forecasting returns is not black and white
‘I don’t see how financial planners, or anyone, can set investment strategies without forecasting returns’…
Continual learning and the human aspect of advice
Michael Loizou… ‘clients stick around because they trust us to help them’ Experienced financial planners…
Culture clinches Andrew Lill for Morningstar
Andrew Lill… ‘the core of our process is really dynamic asset allocation’ We talk a…
Access to advice a key to platform infrastructure
Scott Webster of UBS: ‘fund engagement with their members is the holy grail’ The introduction…
The challenges ahead for the super industry
Tony Lally, the former chief executive of the big Sunsuper industry fund, has witnessed the…
The story behind the evolution of managed accounts
Toby Potter, the chair and one of the founders of the Institute of Managed Account…
NZ Super’s asset allocation chief on risk
Risk management is deeply ingrained in David Iverson, head of asset allocation at the A$20…