asset allocation

Financial planning

Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....

Financial planning

Merc signs up ProQuest

Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....

Financial planning

The death of the managed fund

Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...

Financial planning

Wrapping in the USA

US fund managers are now offering three types of wrap account as the next gen-eration of products....

Financial planning

So, you want to be a chief investment officer…

The bathroom cabinet of a chief investment officer is not chockers with bottles of My-lanta and tubes of Quick-eze, says Macquarie Investment Management’s Greg Matthews. ...

Financial planning

Tower turns

Tower Managed Funds has announced changes to its product range with the launch of a new fund, the closure of four funds and adding features to several others....

Superannuation

Retirees stumble at final planning hurdle

As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...

Financial planning

Greater exposure to growth assets needed

...

Financial planning

Macquarie builds from the bottom up

With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...

Financial planning

Our planners 'streets ahead' of UK, USA

Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...

Financial planning

Macquarie builds from the bottom up

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...