ASSET ALLOCATION

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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Financial planning

David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....

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Editorial

How safe are cash and bonds? Dominic McCormick examines the state of these asset classes and whether the perception that they are investment safe havens is accurate....

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Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

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Financial planning

Competition between industry and retail funds not necessarily improving performance....

Financial planning

Changes to withdrawal requests and allocation balance persuades ratings house to place AMP Capital Core Property Fund 'on hold' until its daily withdrawal policy is reins...

Editorial

Many planners – and their clients – are wishing they had entered the credit crunch with more conservative portfolios....

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Financial planning

Reallocating now costing up to 40 basis points....

Financial planning

New risk-shielding products must be developed....

Financial planning

Inappropriate asset allocation mix can leave investors exposed....

People & Products

Will oversee debt strategy and non-equity strategies....

Funds management

Adviser Edge places hold on four-star rating....

Financial planning

JOHN WILKINSON investigates the role international equities should play in clients’ portfolios, particularly when markets are volatile....

Funds management

The past 12 months have been some of the most challenging investment times in more than a generation....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

3 days 23 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 2 days ago