POWERED BY MOMENTUM MEDIA
ASSET ALLOCATION
Expert Analysis
While markets are tense and volatile, writes Kerry Craig, the one thing the last few months has made clear is that alternative assets are an essential part of any asset a...
Financial planning
Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...
Funds management
The post-pandemic recovery in equities globally was uneven, both at the sector level and individual company level, according to First Sentier Investors....
Funds management
T. Rowe Price is “leaning into weakness” created by the COVID-19 pandemic by adding exposure to high yield bonds and equities....
Funds management
Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...
Financial planning
Financial planners move from being investment pickers towards asset allocators, according to a report by Investment Trends....
Financial planning
New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...
People & Products
IRESS has launched its new client portal, available through XPLAN, to provide a front-end solution for client engagement. ...
People & Products
Capital group Australia has appointed Matthew Reynolds as its new investment director, Australia....
Funds management
Schroders’ Real Return Fund, which was launched in the middle of the Global Financial Crisis, has reached a 10-year milestone....
Superannuation
Asset allocation by SMSFs across fiscal 2018 has revealed the impact of new laws and market conditions on fund trustees’ strategies, a survey by SuperConcepts has shown....
Superannuation
The latest SuperRatings data shows a steady trend toward more defensive assets as super members get older, reflecting the gradual shift in asset allocation determined by ...
Financial planning
Ignition Wealth has partnered with research house, SiResearch to provide goals-based investing through asset allocation....
Superannuation
SMSF trustee critics often forget SMSFs gain diversification through ETFs and listed and unlisted trusts and managed funds, according to the SMSF Association....
Funds management
Improving economic conditions in Europe are not convincing wealthy investors from Hong Kong to boost their allocations to the continent....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....