Equity bias fuelling volatility


Adviser client portfolios in Australia were drastically overweight equities, which in turn were responsible for nearly all the volatility retiree clients were concerned about in their investment choices, according to.. Read More

Cooper Investors moves into retail market


Specialist equities fund manager Cooper Investors has entered the retail market with a global equities offering after a successful 16-year period servicing the wholesale investing sector. Cooper Investors retail.. Read More

FPA announces award shortlist


The FPA has announced the shortlist for all six categories of its annual awards. In a statement, the association said Guidance Financial Services owner Paul Benson, Capital Partners Consulting private client adv.. Read More

Spheria launches small cap LIC


Small cap manager Spheria Asset Management will launch a spin-off listed investment company (LIC) following the success of its Australian Smaller Companies Fund, as it looks to cater for increasing investor and advis.. Read More

Room for active and passive in portfolios


A new white paper from Vanguard has suggested the active versus passive investment debate should not be a binary decision, and instead form part of an adviser’s asset allocation choices based on the client&rsqu.. Read More

Charitable giving not one-size-fits-all


Financial advisers were still finding it hard to discuss philanthropy, given the topic was not suitable for all clients, according to Profile Financial Services senior financial planner Todd Stanford. Speaking t.. Read More

Individual bonds offer predictability


Owning individual corporate bonds was the best way for retiree clients to access predictability of income while also generating better yields than they would get through a bank term deposit, according to XTB. Ad.. Read More

Advisers must factor in uncertainty


A new paper from actuarial research firm Milliman has argued that financial planners need to be more aware of uncertainty as a fundamental aspect of investing, with the outcomes of asset class performance, regulation.. Read More

VanEck expands on ETF surge


VanEck Australia has appointed two new staff members to its business development team to help increase its presence and support the distribution of exchange traded funds (ETFs). In a statement, the ETF provider.. Read More

Bull market favours top-down model


The current bull market was more suited to a top-down investment approach that could be considered contrarian, according to Hexavest North American markets co-chief investment officer Jean-Rene Adam. “It&r.. Read More

Low returns here to stay


Advisers should prepare their clients for an ongoing environment of low returns given that most traditional assets were currently overpriced and global economic growth was expected to remain subdued, according to ind.. Read More

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