ASSET ALLOCATION

Editorial

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....

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Financial planning

There’s still more to say when it comes to forecasts, timing the market and financial advisers, says MICHAEL DALE....

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Financial planning

Competition between industry and retail funds not necessarily improving performance....

Financial planning

Changes to withdrawal requests and allocation balance persuades ratings house to place AMP Capital Core Property Fund 'on hold' until its daily withdrawal policy is reins...

Editorial

Many planners – and their clients – are wishing they had entered the credit crunch with more conservative portfolios....

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Financial planning

Reallocating now costing up to 40 basis points....

Financial planning

New risk-shielding products must be developed....

Financial planning

Inappropriate asset allocation mix can leave investors exposed....

People & Products

Will oversee debt strategy and non-equity strategies....

Funds management

Adviser Edge places hold on four-star rating....

Financial planning

JOHN WILKINSON investigates the role international equities should play in clients’ portfolios, particularly when markets are volatile....

Funds management

The past 12 months have been some of the most challenging investment times in more than a generation....

Financial planning

After a tumultuous start, Dominic McCormick previews the remainder of a year which is likely to be one of the most challenging for the local investment and financial serv...

Financial planning

Challenge issued at FPA Conference....

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Funds management

Lonsec rates sector....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

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

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago