ASSET ALLOCATION

Editorial

Dissatisfaction with the performance of traditional managed funds and the resulting criticism may see the rise of multi-asset solutions, according to Dominic McCormick....

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Editorial

Asset allocation is becoming critically important in a world of shorter and more extreme investment cycles. This is where multi-asset funds come in, writes Janine Mace....

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Editorial

Are multi-asset funds the next big thing, deja vu - or perhaps a bit of both? Janine Mace reports....

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Financial planning

Macquarie Private Wealth has bolstered its advice team with the appointment of 19 new advisers across six of its state offices in the past six months....

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Financial planning

van Eyk's latest strategic asset allocation review paints a picture of opportunity amid continuing market volatility....

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Financial planning

WHK Group has appointed Mercer to provide investment research support and Macquarie Private Wealth to provide share execution services following a competitive market tend...

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Policy & Regulation

Restoring accountants' licensing exemption is a positive development that will drive accountants and financial planners closer together, according to Patron Financial Adv...

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Editorial

Strategic asset allocation may represent the conventional approach but Dominic McCormick questions whether it deserves the credibility it carries....

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Superannuation

The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...

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Superannuation

The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...

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Financial planning

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

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Editorial

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

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Editorial

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

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Financial planning

Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...

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Editorial

The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago