ASSET ALLOCATION

People & Products

Credit Suisse Asset Management (CSAM) head of balanced funds Lindsay Gibson will retire from his portfolio management role at the end of June this year....

Editorial

AVANTEOS appears to have nosed in front of its competitors on its wrap platform development....

Financial planning

In Assirt’s rating of fund manager Zurich, the research house believed the integration process of the Zurich Scudder and Deutsche Asset Management businesses will bode we...

Editorial

In the last article I discussed what I believe are the limitations to the current approach to asset allocation of much of the financial planning (and funds management) in...

Financial planning

Perennial Investment Partners has been applauded for making a number of good strategic choices in its funds management process, with the Assirt research house saying the ...

Editorial

Despite the emphasis placed on the importance of asset allocation, DOMINIC McCORMICK thinks traditional wisdom on what constitutes strategic asset allocation leaves a lot...

Financial planning

SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...

Editorial

Hedge funds have done well in terms of both performance and distribution, but they are yet to be universally accepted on master trust menus. FIONA MOORE reports....

Financial planning

Advisers are more optimistic than investors that the share market will improve in the next six months and are also likely to allocate twice as much to international equit...

Financial planning

Australian Skandia has taken two new fund-of-funds to the retail market, with plans to make them available to the wholesale market at the end of the year....

Editorial

An understanding of market movements is essential for financial planners and as ROBERT KEAVNEY writes, taking a longer term view will always reveal the underlying fundame...

Financial planning

Assirt rates Tower’s business management as competent while rating its operating capability as strong in its review of the funds manager....

Financial planning

In a bid to assist planners to come to terms with the ‘Know Your Client’ provision of the new Financial Services Reform Act licensing regime, Coddington Finance Corporati...

Financial planning

Specialist investment research group 5Di will expand its operations and move into supplying its own manage the manager (MTM) style investment funds....

Financial planning

Consistent outperformance across a range of asset classes was the key to accolades in the multi-sector category of the 2002 Fund Manager of the Year awards....

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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