ASSET ALLOCATION
Funds management
BT has launched two products aimed at investors who wish to borrow to invest in equities....
Superannuation
Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...
Superannuation
Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...
Editorial
There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...
Superannuation
Clients who have relied on the superannuation co-contribution to fund their insurance premiums could be faced with a shortfall from 1 July this year, according to IOOF te...
Superannuation
Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Funds management
The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...
Superannuation
Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....
Editorial
Elizabeth Moran looks at the broad risk-and-return characteristics of three investment classes: cash, bonds and equities in the Australian market between October 1989 and...
Financial planning
Morningstar division Ibbotson Associates Australia has gained an implemented consulting mandate from NEO Financial Solutions....
Financial planning
Team changes affecting Aberdeen Asset Management's Multi-Asset Income and Capital Growth funds have not resulted in a rating downgrade....
Financial planning
Team changes affecting Aberdeen Asset Management's Multi-Asset Income and Capital Growth funds have not resulted in a rating downgrade....
Financial planning
In 2012, a conservative asset allocation is the best defence against a so-called 'second round' of the global financial crisis....
Financial planning
In 2012, a conservative asset allocation is the best defence against a so-called 'second round' of the global financial crisis....
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MARKET INSIGHTS
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...