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PORTFOLIO MANAGEMENT
Financial planning
Financial planners with more than a hundred clients are not able to actively manage their portfolios, making the active versus passive debate redundant for this group, ac...
Financial planning
Hyperion warns of the perils of short-termism and index hugging....
Financial planning
National Australia Bank's (NAB's) direct asset management business, nabInvest, has taken a non-controlling interest in Peridiem Global Investors LLC (Peridiem), a Los Ang...
Financial planning
The retail funds management space in Australia is highly intermediated, resulting in high costs to the end investor - something that fee-for-service advice could help red...
Financial planning
Rather than panicking and selling their shares, investors should be watching the markets for signs of the expected recovery, according to wealth management firm Lachlan P...
Financial planning
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Financial planning
Commonwealth Private advisers get Iress suite....
Editorial
Stock prices are driven by earnings. The greatest returns come from companies that can deliver positive earnings surprises relative to market expectations, according to B...
Editorial
Companies that are operating in growing markets, which have low levels of debt, pricing power and generate significant amounts of free cash and give most of that back to ...
Editorial
Eley Griffiths Group's Brian Eley remains moderately optimistic despite the short term outlook continuing to be choppy and sentiment conflicted....
Editorial
David Pace is a portfolio manager at Greencape Capital. He previously spent 13 years at Merrill Lynch Investment Managers where he ran the MLIM High Conviction Strategy f...
Funds management
Aberdeen Asia will target institutional investors with the launch of its third closed-end property fund of funds....
Superannuation
UniSuper has selected technology provider GBST for the provision of after-tax benchmarking solutions, which could boost member portfolio returns by as much as 2 per cent ...
Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Superannuation
Maintaining a growth allocation into retirement will help an investor's portfolio last longer than a switch to a conservative style, historical data shows....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...