There has been plenty of debate around the continuing relevance of the 60/40 portfolio but it has not died it has simply evolved.
MST Financial has moved ahead of the phase-out of listed hybrids with the launch of its MST Hybrid Transition Strategy.
Lonsec’s Hong Hon has pointed to the ‘uncomfortable paradox’ created by the a narrow set of large-cap technology companies.
Big industry funds, Aware Super and REST, are part of a Bearings-led consortium which has acquired Moorabbin Airport.
A crisis of financial confidence has taken hold of Australians when it comes to retirement, according to new CFS research.
VanEck has launched new equities exchange traded fund (ETF) on the ASX, designed to capture companies with durable financial strength.
Outgoing ASIC chair, Joe Longo, proudly boats the regulator is in court nearly every day but admits it has run-down the funding account.
With government debt at record highs, what other areas of the bond market could potentially enhance a portfolio’s defensive characteristics?
From an interview with MyRisk Adviser, this article explores how TPD Severity can support clearer advice and better client outcomes.
With the phasing out of bank hybrids, where will investors with near term maturities go for regular income accessible on the ASX? Discover potential..
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In another indicator of geopolitical and economic uncertainty, 60% of family offices are prepared to change their strategic asset allocation.
Sequoia Financial Group’s InterPrac has continued to lose financial advisers, with a further seven departures taking Sequoia to 161 advisers.
Citro’s Toby Ellis said the Generation X is resilient and capable, but tired, under-recognised and coping rather than thriving.
APRA has imposed additional license conditions on the trustee of the HUB24 Superannuation fund – an entity HUB24 is acquiring from EQT.
Equity Trustees has mounted a strong argument that the Government should not needlessly penalise outsource trustee companies.
In a sign of the changing shape of the superannuation sector, outflows outweighed inflows in the March quarter says APRA.
FinCap chair Christian Ryan said each offer will open and close on specified dates, with capital deployed directly into the underlying asset.
Integro Private Wealth has made its first on-the-ground adviser hire in Melbourne, appointing Daniel Secatore as a financial adviser.
Capital Group and KKR to make hybrid public-private funds available to wealthy European and Asian investors.
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