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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 ...
Superannuation
Petr Kocourek from CFS Global Asset Management explains how target benefit plans tackle the issues faced by defined benefit schemes and defined contribution systems in pr...
Financial planning
MLC has launched a consulting service for ultra-high net worth and small institutional investors called Portfolio Solutions, with Michael Karagianis to head the team....
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
Editorial
Stephen Nash looks at the current SMSF allocation of equities versus bonds and argues the reverse allocation would play out significantly in favour of the investor....
Superannuation
Falling interest rates could force Australian superannuation funds to boost allocations to alternative assets to enhance investment returns....
Superannuation
The Australian Securities and Investments Commission (ASIC) may need to revise the $200,000 figure it placed on the success of self-managed super fund (SMSF) starters aft...
Financial planning
Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....
Editorial
What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...
Editorial
Allan Gray Australia's Johan de Lange says investors should not be settling for less but demanding better returns from their fund managers....
Editorial
Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....
Superannuation
WHK is in the process of assessing super fund IT providers to help the group improve its SMSF client services....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...