ASSET CLASSES

Funds management

Tactical asset allocation is coming back into vogue in an environment of higher volatility and lower returns, according to Barclays Capital’s director of funds busi...

Superannuation

Aberdeen Asset Management’s Leanne Bradley warns against too much adherence to benchmarks in retirement products....

People & Products

AXA Investment Managers has appointed former Mercer global chief investment officer Tim Gardener to head its global consultant relations unit....

Financial planning

State Street has launched a Turbulence Indices suite that measures market behaviour on a daily basis....

Financial planning

The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...

Financial planning

Stephen Hart compares the riskiness of equities in relatively 'good' and 'bad' times, and argues that bonds have a place in every balanced portfolio....

Financial planning

Multi-managers feel the increasing sophistication of their investment approach is making it less of a challenge to demonstrate that they can deliver enough active return ...

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Superannuation

Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....

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Financial planning

A survey of Australian fixed income investors has revealed they are feeling positive about virtually all asset classes except sovereign debt....

Funds management

Aberdeen Asset Management research has refuted the effectiveness of asset classes that have traditionally been used as hedges against inflation risk....

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Financial planning

Stephen Hart examines the recent introduction of ASIC's class order for retail bonds and considers what it means - and what is happening in parallel with its development....

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People & Products

S&P appoints two new associates to its fund research team....

Financial planning

Wealth management firm Yellow Brick Road (YBR) will partner with technology provider OneVue to offer Australian retail investors a new universal managed account (UMA)....

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Financial planning

Stephen Hart explains how to use hybrid securities in place of equities to reduce risk, but without compromising returns....

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Funds management

Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

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

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago