ASSET ALLOCATION

Superannuation

DAVID JONES-PRICHARD explores the attractiveness of SMSFs and how structured products can play a useful role in managing investment strategy risk....

Financial planning

As portfolio construction and investment markets continue to evolve, new opportunities are emerging that greatly enhance risk diversification and the attractiveness of mu...

Editorial

If there has been one constant in driving superannuation fund returns over the past two years it has been exposure to Australian equity....

Funds management

Investors should reassess their commercial property holdings as stable and tax efficient investment vehicles on the back of falling yields, according to a new report from...

Financial planning

Zenith Investment Partners has added two new products to its diversified funds recommended list despite its annual review revealing investors continue to show little inte...

Financial planning

Plum Financial Services has created a new asset allocation tool designed to help members understand their superannuation investment choices....

Superannuation

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Financial planning

Standard & Poor’s (S&P) has completed the sale of its mutual fund data business to Morningstar and will now license the data back for use in its research and ratings serv...

Financial planning

An asset allocation specialist at a leading funds management organisation has warned financial planners against recommending strategies that attempt to “mastermind” the c...

Financial planning

The Challenger Financial Services Group’s funds under management, administration and advice surged to $46.4 billion in 2006, according to a recent quarterly announcement....

Financial planning

Mercer Investment Consulting has expanded its relationship with Macquarie Wealth Management, with the research group now providing two levels of service, one of which is ...

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Financial planning

Credit Suisse Asset Management has revealed an optimistic outlook for global economic prospects for 2007....

Financial planning

Long-term investment issues will form the focus of a new research forum established by investment consultant van Eyk....

Editorial

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Funds management

The dynamic nature of the current funds management industry is characterised by leading individuals devoted to new ways of doing things, according to Future Fund chair Da...

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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. ...

5 days 22 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 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago