ASSET ALLOCATION
Financial planning
If you’re looking for bells and whistles in a platform, you are spoiled for choice in this country. Julie Bennett looks at what’s on offer and what purpose it serves....
Editorial
Despite a mixed track record, the traditional approach to asset allocation is rarely questioned – and it should be, says Dominic McCormick....
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...