Innova Asset Management
Getting advice right for clients moving into retirement is arguably the industry's biggest challenge. It involves complex changes and asking the right questions.
Simon HoyleApril 18, 2017
The new year brought the usual flurry of predictions. In that great tradition, Innova unveils its 2017 forecast: We don’t know what’s going to happen! Dan Miles explains.
Dan MilesMarch 8, 2017
The founder of Fortnum Financial Group says the former ANZ advice leader is the best man to lead the non-aligned dealer group into a new phase of growth. Simon Hoyle writes.
Simon HoyleNovember 17, 2016
A combination of product and advice solutions are required in addressing the challenges of retirement planning, says Craig McCulloch, senior consultant, Milliman. McCulloch (at right in the picture) told the 2015 Post Retirement Conference that product solutions can often be sold as a cure-all for retirement planning. “Invariably they are sold as some kind of […]
Glenn FreemanMarch 17, 2015
Innova Asset Management, the funds management arm of Fortnum Financial Advisers, is rebuilding its range of model portfolios using a new approach to portfolio construction that pays little attention to investment returns. According to Innova managing director Dan Miles, risk management, not return optimisation, should be at the heart of the investment process. “There are […]
Leng YeowSeptember 24, 2013