AMP Financial Planning couldn't make managed discretionary accounts commercially viable in light of the conditions placed on the wealth manager's offering, the group's head of research has told Professional Planner's Researcher Forum.
Matthew SmithDecember 6, 2019
The disparate methods super funds use to define asset class make things tough for advisers, according to Lonsec’s Veronica Klaus, but the funds themselves aren’t to blame.
Tahn SharpeDecember 6, 2019
Advisers need to make a bigger distinction between risk averse and capital return seeking clients now because low-risk options aren’t giving 3 to 5 per cent returns, a panel has heard at the Professional Planner Researcher Forum in Sydney.
Tahn SharpeDecember 4, 2019
Value investing is not dead, fundamentals still matter and the ‘here and now’ impact of central bank policies still needs to be traversed when thinking about transforming economies.
Matthew SmithNovember 26, 2019