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

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 3 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 17 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

22 hours ago