ASSET ALLOCATION
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....
Funds management
The rocky investment markets of 2011 made life difficult for multi-sector managers, and Schroders was one of the few asset allocators to add value in the adverse conditio...
Funds management
The Schroder Real Return Fund has taken out this year’s Asset Allocator of the Year award as part of the 2012 Money Management/Lonsec Fund Manager of the Year awards....
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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...