ASSET ALLOCATION
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...
People & Products
Russell Investments has appointed industry veteran Graham Herman as its new director of capital markets research....
Funds management
Implemented Portfolios has an underweight allocation to international equities and property due to a subdued 10-year outlook for economic growth and uncertainty across de...
Financial planning
The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...
Financial planning
Standard & Poor’s Fund Services (S&P) has placed three of BT Investment Management’s (BTIM's) diversified funds ‘on hold’ following a change in its portfolio manager....
Financial planning
Treasury Group adopts a more active investment strategy to improve returns....
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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...