ASSET ALLOCATION
Financial planning
Zenith Investment Partners has added two new products to its diversified funds recommended list despite its annual review revealing investors continue to show little inte...
Financial planning
Plum Financial Services has created a new asset allocation tool designed to help members understand their superannuation investment choices....
Financial planning
Standard & Poor’s (S&P) has completed the sale of its mutual fund data business to Morningstar and will now license the data back for use in its research and ratings serv...
Financial planning
An asset allocation specialist at a leading funds management organisation has warned financial planners against recommending strategies that attempt to “mastermind” the c...
Financial planning
The Challenger Financial Services Group’s funds under management, administration and advice surged to $46.4 billion in 2006, according to a recent quarterly announcement....
Financial planning
Mercer Investment Consulting has expanded its relationship with Macquarie Wealth Management, with the research group now providing two levels of service, one of which is ...
Financial planning
Credit Suisse Asset Management has revealed an optimistic outlook for global economic prospects for 2007....
Financial planning
Long-term investment issues will form the focus of a new research forum established by investment consultant van Eyk....
Funds management
The dynamic nature of the current funds management industry is characterised by leading individuals devoted to new ways of doing things, according to Future Fund chair Da...
Financial planning
Property fund managers need to boost their knowledge of how financial planners think if they are to achieve good distribution of their products, a new report has found....
Superannuation
Self-managed super fund (SMSF) trustees are matching fund managers for investment performance, according to a survey by SMSF provider Multiport....
Financial planning
Standard & Poor’s is advocating investors take relatively short durations within fixed-income portfolios or a higher allocation to cash due to prevailing interest rate un...
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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...