You are making the final decision as to whether to recommend an international equities fund - what is the one last question you would ask (or ask again) of the fund manag...
In the short term, we often see dramatic differences in the performance of hedged vs unhedged international equities portfolios. How much (if any) of an international equ...
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
PortfolioConstruction Forum asked the research houses: Which are the top five quant analytics that practitioners should always consider, and why? And how much credence do...
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
In mid June, eight members of the PortfolioConstruction Forum Academy travelled to Boston, to undertake a four-day Harvard Business School short course on the global econ...
PortfolioConstruction Forum asks the major funds research houses for an update on the state of the market and their most recent projects....
What's the latest for the major research fund houses?...
Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...