According to young investors, progress toward goals matters most

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Key takeaways Research demonstrates that serving younger clientele leads to higher growth for advisory firms. Younger investors measure the performance of their investments based on progress toward their goals and

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Dimensional launches ETFs in Australia

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Global asset manager Dimensional Fund Advisors, the world’s largest issuer of actively managed exchange traded funds (ETFs), today will launch ETFs in the Australian market to support those financial professionals

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Dimensional expands sustainability solutions for NZ

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New Zealanders seeking global investment solutions that target measurable sustainability goals without sacrificing broad diversification, efficient tax management and higher expected returns now have additional access to the systematic strategies

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Returns to the Office

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The post-pandemic working-from-home trend and the impact of rising interest rates in many countries have focused media attention on what all this might mean for commercial property investment. If you

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From Skynet to ChatGPT: AI and its investment implications

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If you were to poll strangers on what comes to mind when they hear the term AI (artificial intelligence), I suspect the two most likely answers would be Skynet or

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Compliance the major focus for advice firms

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Managing compliance and regulatory changes has emerged as the number one operational challenge for Australian financial advice firms in a major new global survey of the financial planning industry by

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Dimensional appoints responsible investment leaders

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Dimensional Fund Advisors, a global leader in systematic factor investing, has appointed Jim Whittington as Head of Responsible Investment. He replaces Joe Chi, who will retire at the end of

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Dimensional launches ESG separately managed accounts

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Australians wanting a one-stop, low-cost, sustainable and systematic investment solution now can access model portfolios from Dimensional Fund Advisors via separately managed accounts (SMAs) available through Macquarie Wrap. Dimensional, a

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Sustainable investing extends to emerging markets

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Global asset manager Dimensional is adding to its popular sustainability suite in Australia and New Zealand with the launch of one of the first funds locally to apply an environmental,

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