ASSET ALLOCATION
Funds management
Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...
Financial planning
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
People & Products
Capital group Australia has appointed Matthew Reynolds as its new investment director, Australia....
Funds management
Schroders’ Real Return Fund, which was launched in the middle of the Global Financial Crisis, has reached a 10-year milestone....
Superannuation
Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....
Superannuation
The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...
Financial planning
Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....
Superannuation
SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....
Funds management
Improving economic conditions in Europe are not convincing wealthy investors from Hong Kong to boost their allocations to the continent....
Funds management
The global financial crisis (GFC) shifted the conversation from just chasing returns on investments to managing risk. ...
People & Products
Investment management firm PIMCO has appointed Dr Laura Ryan as vice president, client analytics....
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...
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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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...