ASSET ALLOCATION
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...
Financial planning
With the value of so-called ‘target date funds’ claimed to have grown by over 50 per cent in the US over the past four years, Russell Investment Group is predicting such ...
Financial planning
Multi managers offered mixed performance in 2005 with growth multi-managers and those in global equities achieving strong results, while multi-managers in the Australian ...
Financial planning
Diversified balanced and growth funds have long been seen as an easy solution for the core of an investment portfolio, or even the whole of some (especially smaller) port...
Editorial
Asset allocation strategies in 2006 will be very similar to what strategists were doing last year, says AMP Capital Investors head of investment strategy Shane Oliver....
Funds management
Large industry fund Vision Super has increased its asset allocation to international equities at the expense of Australian stocks, fixed interest and cash....
Financial planning
MLC has launched a new absolute return multi-manager product, designed to deliver a target 5.5 per cent real return over a 20 year time period....
Financial planning
Superannuation funds with strong allocations into alternative assets were able to largely withstand a downturn in October, according to the latest data released by Sydney...
Superannuation
Investors will be able to choose their target date of retirement, rather than a preferred asset allocation, as part of a series of new funds that is counting on individua...
Financial planning
At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...
Never miss the latest news and developments in wealth management industry
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...