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Get to work on those model portfolios – Russell

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Model portfolios for planners have been around a long time but implementation issues, as well as the ability to get first-mover advantage with new funds, are becoming increasingly important, according to Russell Investment Group.

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Conflict ahead as new draft compliance document hits planner desks

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In a stark document released late yesterday, the Financial Planning Association (FPA) revealed new draft rules that could add to the cost of advice and banish ‘sweetner’ deals between product providers, licence-holders and financial advisers.

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Pysch report shows numbers needed to cure speculation

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Financial planners need to be able to back up their advice with statistics in order to overcome speculative aspects of their clients’ decision-making processes, Brad Burber University of California professor, told delegates at the FPA conference last week.

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Asset Allocation is back – but what do you do about it?

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With a significant divergence of returns for the Australian share market and other major markets since the late 1990s, and helped by some sophisticated new product offerings, there has been a renewed interest in tactical asset allocation (TAA) strategies.

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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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