ASSET CLASSES

Editorial

Select Asset Management’s Dominic McCormick says it’s time investors reduced their reliance on simplistic risk categories in asset allocation....

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Funds management

Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...

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Financial planning

Model-based fixed income investing can remove the emotion from investment decisions, delivering clients solutions that are not over-reliant on credit ratings and credit r...

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Financial planning

The Australian ETF market grew 4 per cent in July, with investors showing a greater interest in equities....

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Financial planning

By parking their money in cash, investors are creating long-term problems for their retirement funding, according to a new Russell Investments risk/return analysis....

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Funds management

As retail investors continue to cling to cash, fund-of-hedge-fund strategies have moved to modify holdings to provide more liquidity, according to a new report released b...

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Rate the raters

Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...

Superannuation

The number of units on issue in the Australian ETF industry was stable last month, primarily due to new money flowing into several ETFs across a number of asset classes t...

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Financial planning

van Eyk Research has made three redundancies, with another analyst departing voluntarily as the company announces a new strategy....

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Financial planning

Ratings house Lonsec has changed its research process for index funds and will now use separate criteria to rate index managed funds and exchange-traded funds....

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Financial planning

Shadforth Financial Group is in talks with platform providers and fund managers to offer low-cost enhanced asset class (EAC) investment options to low-value clients....

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Editorial

It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...

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Editorial

When it comes to asset allocation, the focus has shifted from beating benchmarks to the requirement that liabilities are met, writes Richard Skelt....

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Financial planning

New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....

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Editorial

In Money Management’s panel discussion on the latest trends in the fixed income space, industry experts discuss the role fixed income should play in a client’s portfolio....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 22 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 13 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago