ASSET ALLOCATION

People & Products

Research house Zenith has broadened its offering with the creation of a new division....

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Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

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Funds management

The preference for international equities over Australian equities continues, according to panellists discussing asset allocation at the 2011 Morningstar Investment Confe...

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Superannuation

The Hon. David Bradbury, Parliamentary Secretary to the Treasurer, is just one in the line-up of high quality speakers who will be presenting at the inaugural Money Manag...

People & Products

Russell Investments' global consulting division is continuing to strengthen its presence in Asia-Pacific, with the announcement of two key appointments in Australia and A...

Funds management

A proliferation of exchange-traded fund (ETF) products may be leading some advisers to take over full responsibility for asset allocation within client portfolios, prompt...

Financial planning

Advisers who want to add value to their clients need to look beyond market returns to give their clients an overall quality experience, according to Vanguard’s Glob...

Editorial

Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....

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Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Financial planning

A shift to fee-for-service will see a move from active to passive investments as advisers look to justify their new fee structure, according to Fidelity Investment Manage...

Superannuation

Fund managers should start shifting their approach to considering what investors need rather than carving up the market when developing products, according to Legg Mason ...

Editorial

Dominic McCormick takes a look at alternative investments and what they mean for investors....

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Financial planning

The AQR Global Enhanced Equity Fund, which is managed by the US-based AQR Capital Management, has received strong support from Australian institutional investors since it...

People & Products

Russell Investments has appointed industry veteran Graham Herman as its new director of capital markets research....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago