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People & Products
Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....
Financial planning
Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....
Financial planning
IOOF Holdings has appointed Russell Investments as its investment consultant to help manage its $10 billion multi manager portfolios within the funds management division....
Financial planning
Intech is to be renamed 'Ibbotson Associates, a Morningstar Company', according to Morningstar Australasia....
People & Products
van Eyk Research has appointed Chris Bigg and Ming Chen as senior investment analyst and investment analyst, respectively....
Financial planning
Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....
Financial planning
Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...
Superannuation
Cash holdings fall while equities allocations rise to 42 per cent....
Financial planning
Research house Adviser Edge has warned that the popular AXA North product may have been oversold, saying many of the investment options offered in the product have a low ...
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Complex products preventing planners from taking advantage of market upswings....
Financial planning
Platform provider OneVue has today launched a separately managed account that can be integrated within the OneVue Unified Managed Account....
Financial planning
The new world will require advisers to 'anticipate and recalibrate' as markets start to normalise away from the easy-investing environment of the past 20 years....
Editorial
Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....
Funds management
It has been asset allocation not lower fees that has seen industry funds outperform the retail master trusts in nine out of the past 10 years, according to Chant West....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...