ASSET ALLOCATION

Financial planning

Tim Farrelly uncovers the outlook for Australian equities over the next decade....

Financial planning

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...

Financial planning

Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....

Financial planning

Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...

Financial planning

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Editorial

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Financial planning

Skandia has enhanced its platform offering through the inclusion of absolute return strategies to the fund-of-funds arm of both its Skandia One (bundled) and Skandia Glob...

Financial planning

In a post-March 11 world, planners may have trouble justifying their product recommendations to clients, says PAUL RESNIK....

Financial planning

Investors should increase their exposure to alternative assets from 5 to 20 per cent through a greater spread of investments and in turn boost portfolio diversification, ...

Financial planning

ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...

Financial planning

A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...

Editorial

While speaking at the FPA’s annual convention, Roger Gibson made a convincing case for asset allocation diversification – but left Dominic McCormick uncomfortable with so...

Financial planning

Challenger Financial Services Group affirmed market speculation today with the appointment of Peter Greentree to head up its Australian equities operations following his ...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago