ASSET ALLOCATION
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...
Editorial
What if much of what you knew about investing was wrong? Dominic McCormick reports....
Financial planning
Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...
Financial planning
Assirt Research has named Kathleen Cave as its new head of ratings filling the position left empty since the departure of John Parrish in July last year....
Financial planning
If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....
Editorial
Despite a mixed track record, the traditional approach to asset allocation is rarely questioned – and it should be, says Dominic McCormick....
People & Products
Credit Suisse Asset Management (CSAM) head of balanced funds Lindsay Gibson will retire from his portfolio management role at the end of June this year....
Editorial
AVANTEOS appears to have nosed in front of its competitors on its wrap platform development....
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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...