ASSET ALLOCATION
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....
Financial planning
This year's PortfolioConstruction Conference (August 26-27, 2009) sees the Hon. Dr Pippa Malmgren return to discuss asset allocation in the new reality including preserva...
Financial planning
JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....
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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...