ACTIVE managers use different investment styles with the aim of outperforming the market. In the US, ‘value’ and ‘growth’ are two of the key styles used by fund managers ...
The debate over fees and charges preoccupying industry observers over the past year and a half peaked recently with the launch of the Labor Party’s policy platform includ...
In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...
Small cap funds have done well in the last year but they are becoming more difficult to access, as GEORGE LIONDIS discovers....
In a recent column, Robert Keavney reignited the risk profiling debate. LISA CHAMBERS argues that planners are legally obliged to understand their client’s risk tolerance...
Conventional portfolios have largely failed retail investors and financial planners need to reconsider incorporating a fuller range of appropriate investments, according ...
As the global economy continues to reel from the events of September 11 and corporate collapses both here and overseas, investor confidence has been shaken. NICOLE SZOLLO...
Yes, 2001 was a rough year for investors but handled right, NICK BRUINING reckons most planners should do well when clients come in for their reviews, just don’t mention ...
The increasing attention on hedge funds marks the growing popularity of this alternative investment class and, as NICOLE SZOLLOS writes, recent data suggests continuing g...
What was once an investment class largely ignored by Australian investors has now emerged as a market contender. KATE KACHOR examines the rise and future of hedge funds....
As hedge funds become ever more popular, a dazzling array of options are becoming available. LACHLAN GILBERT takes a look at these options and how they operate in the mar...
Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...