ASSET ALLOCATION

Financial planning

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

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....

Financial planning

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

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....

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....

Financial planning

After a tumultuous start, Dominic McCormick previews the remainder of a year which is likely to be one of the most challenging for the local investment and financial serv...

Financial planning

Challenge issued at FPA Conference....

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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 ...

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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 ...

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

1 day 21 hours ago
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