Allegations that SMSFs don’t provide information ‘spurious’

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Allegations that SMSFs don’t provide the same level of information about their asset allocation as the larger APRA-regulated funds are simply spurious, says Andrea Slattery, CEO of the SMSF Professionals’

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Portfolio efficiency leads new product design

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The nirvana for many financial planners and investors is a seamless system of managing portfolios which takes into account the full spectrum of administration, asset allocation, best interest duty and

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Asset allocation drives ETF growth

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Asset allocation is driving the investment landscape for advisers and sophisticated investors. Rather than debating which Aussie bank to own, the focus is moving to which countries should I be

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SMSFs direct share love affair

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Vanguard and Investment Trends release comprehensive new research on SMSF investors. Key points: SMSF assets grew to $496 billion in the year to March 2013 representing 32 per cent of

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Who’s winning the SMSF advice race?

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Vanguard and Investment Trends release new research examining the success and challenges financial advisers are experiencing in the SMSF space. Key points: Advisers thriving in the SMSF sector say that

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Top down asset allocation in 2013 #2

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In Part 1 of his CPD paper on asset allocation modeling, Ray Griffin detailed a step-by-step process to deploying a top down approach to designing balanced client portfolios. In Part

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Top down asset allocation in 2013

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Welcome to Part 1 of Ray Griffin’s paper on top down asset allocation modeling. In this 2 part series Ray walks you through the process of developing investment portfolios using

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Threadneedle asset allocation update

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Mark Burgess, Chief Investment Officer at Threadneedle Investments, comments on the markets and why Threadneedle retains an overweight position to risk assets. “Looking back on 2012, it would be fair

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van Eyk: Stakes high for conservative investors

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Survive and Win in the Inflationary Eighties by Howard J. Ruff was a truly disastrous book for anyone that followed its advice.   At the time it would have been popular

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Threadneedle asset allocation update

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“It’s been clear for some time that the force driving markets this year has not been the macro backdrop but policy initiatives led by the authorities. “We shouldn’t be surprised

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