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ASSET ALLOCATION
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....
Financial planning
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
Editorial
“A lot of the guiding principles adopted in the industry are false,” Centrestone Wealth Advisory joint chief executive Rob Keavney says, setting the scene for his present...
Financial planning
ING Investment Management chief investment officer Geoff Martin will step down from his role at the end of the year and be replaced indirectly by an increase in responsib...
Financial planning
The financal services industry should abandon its focus on end-of-month performance figures with investors needing to understand quarterly data at least presents a more a...
Financial planning
Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...
Financial planning
UBS Global Asset Management (UBS GAM) chief investment officer (CIO) and head of asset allocation Jon Taylor has left the group to take up the role of CIO at HSBC Asset M...
Financial planning
The St George Banking Group has moved swiftly to allay any fears fund managers may have about the role and place of Assirt Research in the group, saying the ratings proce...
Financial planning
With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...