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ASSET ALLOCATION
Superannuation
The traditional superannuation balanced fund, with its 70/30 allocation to growth and defensive assets, is limiting investors and failing to deliver appropriate investmen...
Editorial
Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...
Financial planning
The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Funds management
PIMCO’s win in the Money Management/Lonsec Fund Manager of Year Awards for the Fixed Interest category marks the third year in a row that its EQT Wholesale Global Bond Fu...
Superannuation
Self-managed super fund trustees have shied away from cash due to falling interest rates but stayed close to defensive and low-risk assets, shifting funds into fixed inte...
Editorial
Multi-manager funds deserve to be reconsidered by advisers and their clients, particularly because many managers have changed their approach to make the option more attra...
Editorial
With yields at record lows and negative returns on bonds being an absolute certainty, is there really a point to investing in fixed interest? Aman Ramrakha from CBA Wealt...
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Financial planning
New survey suggests non-aligned financial planners are the primary source of advice for super fund members....
Superannuation
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
Financial planning
In order to meet clients’ changing demands, financial planners need to review their standard practices – especially with regards to return projections, writes Fiducian’s ...
Superannuation
Petr Kocourek from CFS Global Asset Management explains how target benefit plans tackle the issues faced by defined benefit schemes and defined contribution systems in pr...
Financial planning
MLC has launched a consulting service for ultra-high net worth and small institutional investors called Portfolio Solutions, with Michael Karagianis to head the team....
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
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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....