Investment
Fear and self-doubt warping advice: Innova CIO
Advisers are losing confidence in their investment savvy and choosing cheap options at the expense of real value, Dan Miles says.
Tahn SharpeDecember 13, 2018
Innova Asset Management
Featured Homepage Posts
The wrong reason to set up managed accounts
Before moving onto managed accounts, advice firms need to ask themselves why they’re doing so. It better not be for increased margin, asset manager Dan Miles says.
Tahn SharpeAugust 2, 2018
Contributors
Understand the risks in risk-parity funds
The GFC exposed the equity-market risk that dominates balanced funds. Risk-parity funds offer a solution, but do they simply replace equity market risk with duration risk?
Dan MilesJuly 6, 2017
SMSF
Financial planners need a new way of thinking about retirement
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
Contributors
2017 prediction: Short-term forecasting remains a fool’s game
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
Industry
Younger steps up as Ray Miles contemplates the R word
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
Superannuation
Retirement planning: ‘It’s not all about returns’
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
Investment
Rethink portfolios with risk management
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