ASSET ALLOCATION
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....
Financial planning
Investors should increase their exposure to alternative assets from 5 to 20 per cent through a greater spread of investments and in turn boost portfolio diversification, ...
Financial planning
ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...
Financial planning
A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...
Editorial
While speaking at the FPA’s annual convention, Roger Gibson made a convincing case for asset allocation diversification – but left Dominic McCormick uncomfortable with so...
Financial planning
Challenger Financial Services Group affirmed market speculation today with the appointment of Peter Greentree to head up its Australian equities operations following his ...
Financial planning
Not only is Kerr Neilson one of the forefathers of the boutique funds management industry, the head of one of the most innovative boutiques in the industry (which consist...
Editorial
Planners need to learn how to truly value the market, says Rob Keavney....
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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...