EDITORIAL
Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...
Diversification can be as important for investors looking for a regular income stream as it is for those looking for capital growth, writes ROB KEAVNEY....
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...
Fund of funds investment vehicles continue to gain investor dollars and adviser support as each seek easier ways to invest. However, MARK KNIGHT questions whether the fun...
NRMA parent Insurance Australia Group (IAG) has pumped $12 million into its financial services division during the 2001-02 financial year but has experienced a net loss o...
MLC has announced that it will compensate investors in its superannuation products who suffered a loss in the value of their investment when they were transferred from si...
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 ...
Beacon Financial Services has lost up to $9 million since June 30 this year as a result of an expensive strategy to exit completely the underperforming derivative positio...
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....
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...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...