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ASSET ALLOCATION
Editorial
It is no surprise investors and financial advisers are confused in what has become a dysfunctional economic and investment environment, according to Dominic McCormick....
Editorial
The risk of using modern portfolio theory – like any model – is that if poor inputs go into the model, poor results come out. Michael Kitces explains....
Funds management
Modern portfolio theory still has a place in portfolio construction, but fund managers have been taking the wrong approach, according to Pinnacle Advisory head of researc...
Financial planning
In a stagnating Australian economy, institutional investors are taking a more dynamic approach to their asset allocation, according to research by AXA Investment Managers...
People & Products
Centric Wealth, through its relationship with Philo Capital Advisers, has retained Dr Don Stammer as a non-executive expert....
Editorial
Julian Robertson suggests a practical strategy when introducing money into the market and another for managing existing portfolios....
Superannuation
New research commissioned by Principal Global Investors points to investors being focused as much on risk as returns....
Financial planning
Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees....
Financial planning
A significant majority of investors believe markets are in for a prolonged period of market turbulence, according to new research commissioned by Principal Global Investo...
Financial planning
Active portfolio management will be the key to success in current financial markets rather than a reliance on investment products alone....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Editorial
Dr Stephen Nash looks at asset allocation and why some balanced funds are not so balanced....
Editorial
Building debt portfolios used to be easy. But it’s much harder now. These days, the debt side of portfolios should be absolutely secure and designed as three buckets. Tim...
Financial planning
Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....
Editorial
When it comes to asset allocation, the focus has shifted from beating benchmarks to the requirement that liabilities are met, writes Richard Skelt....
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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...