POWERED BY MOMENTUM MEDIA
ASSET ALLOCATION
Superannuation
Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....
Editorial
Acknowledging that there is never a ‘one-size-fits-all’ strategy for investment, Tanya Debakhapouve explains how different investment approaches better lend themselves to...
Superannuation
The latest Australian Prudential Regulation Authority (APRA) data showed life insurance net profit after tax stood at $2.7 billion, with super making up a huge chunk....
Superannuation
SMSFs should increase their exposure to bonds to boost their returns, Credit Suisse analysts believe....
Editorial
ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...
Funds management
Vanguard Investments Australia has been named ETF Provider at the Money Management/Lonsec Fund Manager of the Year Awards, improving on its standing as a finalist in this...
Funds management
Taking a small business approach to managing large diversified allocations is something that separates Legg Mason from the crowd, its chief investment officer (CIO) belie...
Funds management
Dealer group Beacon has placed the DomaCom fractional property fund on its APL...
Editorial
With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...
Financial planning
AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...
Financial planning
A Money Management round-table recently discussed whether financial advisers were appropriately experienced and educated to provide appropriate advice on margin lending....
Financial planning
Former Reserve Bank Governor, Ian Macfarlane will headline the Morningstar Investment Conference in Sydney on 15 May. ...
Editorial
Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....
Financial planning
Investment 'supermarket’ InvestSmart has restored its two founders to the helm, who say they have revamped the website to “trumpet the virtues of diversification”....
Funds management
Independent dealer group GPS Wealth has abandoned its former platform-heavy investment model in favour of MDAs. ...
Never miss the latest news and developments in wealth management industry
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...