ASSET ALLOCATION
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....
Editorial
Matt Drennan writes that much of the debate about investment markets and methodologies overlooks the importance of client needs....
Financial planning
A panel of experts including Stephen van Eyk will next month traverse the thorny issue of the signs advisers will need to recognise when looking to move clients back into...
Editorial
Investors naturally want to maximise return, but they need to do so in a way that moderates portfolio risk. Dr Stephen Nash explores the benefits of active switching betw...
Editorial
With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....
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....
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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...