ASSET ALLOCATION

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...

People & Products

Research house Zenith has broadened its offering with the creation of a new division....

Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

Funds management

The preference for international equities over Australian equities continues, according to panellists discussing asset allocation at the 2011 Morningstar Investment Confe...

Superannuation

The Hon. David Bradbury, Parliamentary Secretary to the Treasurer, is just one in the line-up of high quality speakers who will be presenting at the inaugural Money Manag...

People & Products

Russell Investments' global consulting division is continuing to strengthen its presence in Asia-Pacific, with the announcement of two key appointments in Australia and A...

Funds management

A proliferation of exchange-traded fund (ETF) products may be leading some advisers to take over full responsibility for asset allocation within client portfolios, prompt...

Financial planning

Advisers who want to add value to their clients need to look beyond market returns to give their clients an overall quality experience, according to Vanguard’s Glob...

Editorial

Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....

Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Financial planning

A shift to fee-for-service will see a move from active to passive investments as advisers look to justify their new fee structure, according to Fidelity Investment Manage...

Superannuation

Fund managers should start shifting their approach to considering what investors need rather than carving up the market when developing products, according to Legg Mason ...

Editorial

Dominic McCormick takes a look at alternative investments and what they mean for investors....

Financial planning

The AQR Global Enhanced Equity Fund, which is managed by the US-based AQR Capital Management, has received strong support from Australian institutional investors since it...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 4 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 2 days ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

5 days 20 hours ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 day 23 hours ago
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