ASSET CLASSES

Funds management

Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...

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Financial planning

Model-based fixed income investing can remove the emotion from investment decisions, delivering clients solutions that are not over-reliant on credit ratings and credit r...

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Financial planning

The Australian ETF market grew 4 per cent in July, with investors showing a greater interest in equities....

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Financial planning

By parking their money in cash, investors are creating long-term problems for their retirement funding, according to a new Russell Investments risk/return analysis....

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Funds management

As retail investors continue to cling to cash, fund-of-hedge-fund strategies have moved to modify holdings to provide more liquidity, according to a new report released b...

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Rate the raters

Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...

Superannuation

The number of units on issue in the Australian ETF industry was stable last month, primarily due to new money flowing into several ETFs across a number of asset classes t...

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Financial planning

van Eyk Research has made three redundancies, with another analyst departing voluntarily as the company announces a new strategy....

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Financial planning

Ratings house Lonsec has changed its research process for index funds and will now use separate criteria to rate index managed funds and exchange-traded funds....

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Financial planning

Shadforth Financial Group is in talks with platform providers and fund managers to offer low-cost enhanced asset class (EAC) investment options to low-value clients....

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Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

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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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Financial planning

New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....

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Editorial

In Money Management’s panel discussion on the latest trends in the fixed income space, industry experts discuss the role fixed income should play in a client’s portfolio....

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Funds management

Simon Ho, Triple 3 Partners director says investing in volatility is not a passing trend but constitutes a revolutionary new way of investing....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 23 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago