Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....
Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...
Cash holdings fall while equities allocations rise to 42 per cent....
Research house Adviser Edge has warned that the popular AXA North product may have been oversold, saying many of the investment options offered in the product have a low ...
Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are t...
Complex products preventing planners from taking advantage of market upswings....
Platform provider OneVue has today launched a separately managed account that can be integrated within the OneVue Unified Managed Account....
The new world will require advisers to 'anticipate and recalibrate' as markets start to normalise away from the easy-investing environment of the past 20 years....
Life is messy, and investing is no exception. Dominic McCormick writes why he believes investors are not well served by current asset allocation methods....
It has been asset allocation not lower fees that has seen industry funds outperform the retail master trusts in nine out of the past 10 years, according to Chant West....
This year's PortfolioConstruction Conference (August 26-27, 2009) sees the Hon. Dr Pippa Malmgren return to discuss asset allocation in the new reality including preserva...
JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....
David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....
How safe are cash and bonds? Dominic McCormick examines the state of these asset classes and whether the perception that they are investment safe havens is accurate....
There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...