PORTFOLIOS
Financial planning
The transfer of intergenerational wealth is likely to reshape what is held in an investment portfolio in the future, according to BetaShares, and advisers have an opportu...
Funds management
The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a ...
Funds management
Investors are being too optimistic in their expectations for returns, according to Schroders, with the average Australian expecting to achieve annual returns of 10.9%. ...
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
Funds management
Even for asset managers skilled enough to produce alpha, chances are their clients won’t be able to fully capture it in their own portfolios because of the clients’ inves...
Superannuation
ANZ Wealth announced new model portfolios focusing on the specific needs of retirees, which would be available through its aligned licensees....
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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...