Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...
The post-pandemic recovery in equities globally was uneven, both at the sector level and individual company level, according to First Sentier Investors....
T. Rowe Price is “leaning into weakness” created by the COVID-19 pandemic by adding exposure to high yield bonds and equities....
Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
Capital group Australia has appointed Matthew Reynolds as its new investment director, Australia....
Schroders’ Real Return Fund, which was launched in the middle of the Global Financial Crisis, has reached a 10-year milestone....
Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....
The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...
Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....
SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....
Improving economic conditions in Europe are not convincing wealthy investors from Hong Kong to boost their allocations to the continent....
The global financial crisis (GFC) shifted the conversation from just chasing returns on investments to managing risk. ...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...