Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ASSET ALLOCATION
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....
Funds management
BT has launched two products aimed at investors who wish to borrow to invest in equities....
Superannuation
Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...
Superannuation
Recent debate around asset allocation in super and funds' exposure to equities has promoted the flexibility of self-managed super funds, according to the SMSF Professiona...
Editorial
There is considerable asset allocation bias with SMSF trustees. This is likely to lead to disappointing performance at best, and widespread disasters at worst, according ...
Superannuation
Clients who have relied on the superannuation co-contribution to fund their insurance premiums could be faced with a shortfall from 1 July this year, according to IOOF te...
Superannuation
Though the death of SMSFs may have been regularly predicted in years past, modelling within Deloitte's Dynamics of the Australian Superannuation System report, released i...
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Funds management
The failure of the investment industry to deliver what investors needed over the past decade is down to a focus on stock selection at the expense of asset allocation, acc...
Superannuation
Investment returns aside, flexibility remains one of the greatest attractions of SMSFs, according to Plaza Financial principal Peter Hogan....
Never miss the latest news and developments in wealth management industry
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?...