ASSET ALLOCATION

Financial planning

Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....

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Superannuation

SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....

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Funds management

Improving economic conditions in Europe are not convincing wealthy investors from Hong Kong to boost their allocations to the continent....

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Funds management

The global financial crisis (GFC) shifted the conversation from just chasing returns on investments to managing risk. ...

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People & Products

Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....

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Funds management

Traditional asset allocation models are no longer guaranteed to perform in the current economic climate and should be abandoned in favour of models that use alternative a...

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News

Profitable investing in the post-Global Financial Crisis (GFC) environment requires far more than simple good luck or good management. Instead, a new paper by AMP Capital...

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News

The boom is over: long live the boom. A greying developed world, China’s slowdown and the faltering performance of the BRICS (Brazil, Russia, India, China and South Afric...

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Funds management

The market or economic cycle can be an investor’s best friend or worst enemy. How can asset allocation help financial planners, wealth managers and other investors take a...

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Life/Risk

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, w...

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News

Remember the halcyon period prior to the global financial crisis (GFC), when nearly all asset classes showed strong returns and choosing the right investment manager made...

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Funds management

CAER has signed an agreement with the Australian National University to provide it with ESG ratings and reports...

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Funds management

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

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Editorial

While simplicity in the multi-fund sector is widely regarded a thing of the past, the fundamental investment principles that guided the success of multi-funds still apply...

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Editorial

Central banks have enjoyed an extended period of almost unquestioned power, perhaps because there is no reasonable alternative, Dominic McCormick writes....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

16 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 10 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago