CHIEF INVESTMENT OFFICER
Editorial
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Financial planning
Structured products are often marketed on the premise that they can help protect an investor’s underlying investment. However, as Lucinda Beaman reports, advisers should ...
Financial planning
Advantage is often bigger and better in the mid to small cap companies that are less covered: Jeff Rogers....
Financial planning
Leading research house Zenith believes it may have to eventually change its pricing model....
Editorial
Simple portfolios may make investors feel good but may well fail to deliver or meet expectations, writes Dominic McCormick....
People & Products
Former senior investment adviser at AllenbridgeEPIC Investment Advisers in the UK, David Kiddie, appointed to head AMP Capital Investor's newly-formed multi-asset group....
Financial planning
The group's managing director and chief investment officer will depart following completion of the the Barclays Global Investors merger....
People & Products
Funds under management down 29 per cent in last financial year....
Editorial
Beware the consensus of negativity at the bottom of cycles, writes Mark Newman....
Policy & Regulation
ING Australia has introduced a tax and dividend optimisation strategy to the wholesale Australian Equities portfolio within its OptiMix range of specialist multi-manager ...
Financial planning
Appoints portfolio managers and plans expansion outside Australia....
Superannuation
MAP focusing on right mix of active equity managers in preparation for future market environment....
Financial planning
Distorted markets create significant opportunities for active managers....
Editorial
Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....
Financial planning
Equity manager PM Capital has called for an end to payments from fund managers to financial planners, dealer groups and research houses, despite sourcing most of its $1.5...
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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...