ASSET ALLOCATION

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...

Editorial

Picking a fund manager that will consistently outperform over the long-term is like finding the pot of gold at the end of the rainbow. And while advisers have greater acc...

Financial planning

Customers of Virgin Superannuation will only have to pay a flat fee of 1 per cent a year, but their money will not be actively managed....

Financial planning

Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...

Financial planning

Tim Farrelly uncovers the outlook for Australian equities over the next decade....

Financial planning

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...

Financial planning

Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....

Financial planning

Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...

Financial planning

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Editorial

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Financial planning

Skandia has enhanced its platform offering through the inclusion of absolute return strategies to the fund-of-funds arm of both its Skandia One (bundled) and Skandia Glob...

Financial planning

In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....

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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 8 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