ASSET ALLOCATION
Financial planning
Specialist manager William Blair has pointed to both the Eurozone and the Indian Rupee as investment growth prospects next year....
People & Products
van Eyk’s Matt Olsen has joined specialist investment manager Select Investment Partners as head of research....
Editorial
Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...
Financial planning
SSgA and OneVue launch suite of six ETF model portfolios via OneVue's UMA platform. ...
Superannuation
Chant West data confirms that industry super fund allocations to unlisted investments underpins their outperformance. ...
Editorial
With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...
Editorial
BlackRock Australia’s Jonathan Howie explains why ETFs can work in the best interests of clients and financial advisers. ...
Superannuation
A new research centre that focuses on superannuation and brings together the CSIRO and a number of universities has been launched today....
Rate the raters
The Money Management Rate the Raters survey of dealer groups and advisers offers an annual snapshot of what is important for end-user clients of the products on offer by ...
Financial planning
BT Financial Group announced this week that it had received APRA approval for its MySuper licences and would launch actively-managed "lifestage" funds as its MySuper solu...
Editorial
Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....
Superannuation
The traditional superannuation balanced fund, with its 70/30 allocation to growth and defensive assets, is limiting investors and failing to deliver appropriate investmen...
Editorial
Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...
Financial planning
The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Never miss the latest news and developments in wealth management industry
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...