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PORTFOLIO MANAGEMENT
Financial planning
Despite the popular belief that companies with a high dividend payout ratio must sacrifice growth, the historical data demonstrates there is no trade-off between dividend...
Funds management
The exchange-traded fund (ETF) sector grew by $25 million in September, reversing a month of net redemptions in August, according to the BetaShares Australian ETF Review ...
Financial planning
The choppy markets of the last few months have led to a 65 per cent rise in the usage of MLC's volatility toolkit since its launch in August....
Financial planning
Global small cap funds can provide significant diversification benefits to a balanced portfolio, but the strategy's inherent volatility can make more conservative investo...
Financial planning
A dynamic core-satellite investment approach can control risk while boosting portfolio returns, according to research conducted by the EDHEC-Risk Institute....
Financial planning
There is no correlation between a country's gross domestic product (GDP) growth and the real returns of its stock market, according to Vanguard chief investment officer G...
Financial planning
With traditional income-yielding investments such as government bonds delivering poor yields, there has been significant growth in the number of income funds that are bas...
Editorial
With a wave of reform about to hit the industry, financial advisers will soon have to change some of the considerations they take into account when recommending certain i...
Superannuation
The August market downturn may have triggered the need for a portfolio rebalance, especially for those investing in a self-managed super fund (SMSF). Robin Bowerman explo...
Financial planning
Investing in Australian banks is an effective "outside the square" way to build a defensive portfolio in the current economic climate, according to Platypus Asset Managem...
Financial planning
Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....
Financial planning
Investment in a hybrid of listed and unlisted infrastructure can provide portfolios with downside protection, according to AMP Capital Investors head of research - infras...
Rate the raters
A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....
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...