POWERED BY MOMENTUM MEDIA
ASSET ALLOCATION
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,...
Funds management
PIMCO’s win in the Money Management/Lonsec Fund Manager of Year Awards for the Fixed Interest category marks the third year in a row that its EQT Wholesale Global Bond Fu...
Superannuation
Self-managed super fund trustees have shied away from cash due to falling interest rates but stayed close to defensive and low-risk assets, shifting funds into fixed inte...
Editorial
Multi-manager funds deserve to be reconsidered by advisers and their clients, particularly because many managers have changed their approach to make the option more attra...
Editorial
With yields at record lows and negative returns on bonds being an absolute certainty, is there really a point to investing in fixed interest? Aman Ramrakha from CBA Wealt...
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Financial planning
New survey suggests non-aligned financial planners are the primary source of advice for super fund members....
Superannuation
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
Financial planning
In order to meet clients’ changing demands, financial planners need to review their standard practices – especially with regards to return projections, writes Fiducian’s ...
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...