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PORTFOLIO CONSTRUCTION
Financial planning
Private wealth manager Escala Partners has shared the difficult conversations that advisers need to have with their clients as strong sharemarkets prompt a portfolio reba...
Financial planning
Despite the perception that short-term market events shouldn’t affect portfolio decisions, Praemium research finds 60 per cent of advisers have made portfolio changes in ...
Funds management
Ahead of the approaching end of the financial year, State Street has shared five tips for advisers who are using ETFs in their client portfolios. ...
Expert Analysis
Too few financial advisers are aware of direct indexing, an investment approach gaining traction for its tax efficiency and customisation, writes Josh Persky....
Expert Analysis
The 60:40 model is no longer fit for purpose, but private assets can help save portfolios from market turmoil, writes Brendan Gow....
Financial planning
Advisers need to closely scrutinise how much volatility exists in private assets during their portfolio construction and how this is demonstrated by the providers, accord...
Funds management
State Street Global Advisors has shared three tips for financial advisers when it comes to their portfolio construction for the year ahead as 60/40 portfolios face hurdle...
Funds management
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
Funds management
The fund manager has voiced optimism regarding the 60/40 allocation, noting the strategy can be a wise choice for clients in the long term....
Funds management
The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...
Financial planning
As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...
Financial planning
With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...
Funds management
The role of alternative investments is to diversify a portfolio and capture differentiated sources of return, according to UBS Asset Management. ...
Expert Analysis
There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Bertho...
Funds management
It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years c...
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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...