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...
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,...
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...
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...
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...
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...
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
New survey suggests non-aligned financial planners are the primary source of advice for super fund members....
Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....
In order to meet clients’ changing demands, financial planners need to review their standard practices – especially with regards to return projections, writes Fiducian’s ...
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...
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....
Some planners are worried that PI requirements risk compromising best interest allocations....
Stephen Nash looks at the current SMSF allocation of equities versus bonds and argues the reverse allocation would play out significantly in favour of the investor....
Falling interest rates could force Australian superannuation funds to boost allocations to alternative assets to enhance investment returns....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...