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Is passive investing a safe bet or a double-edged sword?

What will Investment Portfolios look like in 24-25…?

Navigating Volatile Markets: Dr Jerome Lander's Portfolio Positioning Insights

Dr Jerome Lander on why we hold Gold and Silver

Dr Jerome Lander on the recent US Inflation Announcement

Navigating the Hazards of a Misguided Investment Approach: Risks to Financial Planning Firms and Clients

Winning Client Satisfaction: Standing Out in a Challenging Market

Making Sense with Dr Jerome Lander - December 2023

Dynamic Asset - The Value of Differentiating Your Advice Business

Dynamic Asset – The Right Approach for the Times

The Cost of Delaying Business Improvement Initiatives

The Lander Report - Market & Portfolio Insights

A positive direction for advisers as market negativity returns

Explore the critical levers of a successful advice business

What to expect from Goals Based Investing (GBI)

Challenging the misconceptions of a managed accounts transition

Case Study: Lynette Murray, ActonAdvice

The Lander Report - Market & Portfolio Insights

Managing Risk within a Very Complex Set of Market Circumstances

Opportunities abound within a resized financial advice sector

The Power and Leverage of a Business System in 2023 and Beyond

Investment Solutions vs Products. There's one that changes the game

Investment philosophy: Strategic vs Dynamic Asset Allocation

The path to a soft landing is a narrow one, yet stocks hold together

An Adviser Built Solution for Financial Advice Businesses

The Lander Report - Market & Portfolio Insights

Managing money in 2023: What worked before is no longer working

It’s 2023: The time to reset your investing approach is now

The Lander Report - Market & Portfolio Insights

Why Strategic Asset Allocation has a bleak outlook this decade

This latest market rally provides investors with an opportunity

The Client Satisfaction Framework for Financial Advisers

Helping Investors Make the Right Choices in Challenging Times

Portfolio Management: Bucketing redefined to meet investor goals

Portfolio Management in a High-inflation, High-interest rate environment

Why today's financial advisers must invest differently

The Lander Report - Market & Portfolio Insights

Client-focused financial advisers are more successful

Smarter, faster, better. The benefits of adviser portfolio solutions

Managed Portfolios that Put Advisers in Control

The portfolio builder that aligns your investment goals

The new economic regime is here

The Lander Report - Market & Portfolio Insights

A new era of business risk for financial advisers

Webinar: Markets in crisis: portfolio management for the new era

Advisers: Using technology to fight rising costs

Which central bank policy mistake are we waiting for?

Why Managed Accounts are the hottest game in town

Accelerate advice business with outsourced paraplanning

The case for Dynamic asset allocation is undeniable

Financial adviser profitability: The fundamentals of success

Advisers: What to do about the bubble trouble?

Allan Gray adds Dynamic Asset Portfolios to Solutions platform

Managed accounts solutions are not all the same for financial advisers

How financial advisers can align portfolio management with investor goals

The cost and risk of delayed portfolio optimisation

The Lander Report - Market & Portfolio Insights

Why Investors Value Goals Driven Portfolio Management

HUB24 add Dynamic Asset Portfolios to Platform

Portfolio Management: Tailor-Made for Retirees

What today's clients value from financial advisers

How to link portfolio management to client goals

Promoting the value you create as a financial adviser

The future proof business model for financial advisers

The Lander Report - Market & Portfolio Insights

How COVID-19 has Changed Portfolio Management

Top four ways to revamp your financial advice business during lockdown

Compliance: A Burden or an Invitation to Create a Competitive Advantage?

Active Portfolio Management is Transforming Risk Management

Why it's time for advisers to drop the 60/40 asset allocation

InterPrac adds Dynamic Asset Portfolios to Approved Product List

The Lander Report - Market & Portfolio Insights

The value of differentiating your advice business

Dynamic Asset continues to build supporters as COVID drives managed accounts surge

How to choose the best managed account solution

How the right investment portfolios help advisers with client goal matching

New Design and Distribution Obligations for Financial Advisers: Are You Ready?

Designing the best retirement income strategies

Managing Portfolios in 2023: The Total Portfolio Approach

How to be a successful financial adviser

The Lander Report - Market & Portfolio Insights

How Managed Accounts Make Your Advice Business Better

How to diversify your portfolio and manage downside risk

How to differentiate yourself from the pack 

Benefits of using managed discretionary accounts

Is Passive Investing About to Fail Advisers? Big time

How to evolve and future proof your financial advisory practice

How goals based advice creates positive investor psychology

Are risk profile portfolios heading for the rocks?

How to Manage Goals Based Investment Portfolios

Strategic Asset Allocation May be Putting Your Advisory Business at Risk

3 mistakes to avoid when picking a fundie

Meeting Client Needs; Fixed or Flexible Asset Weights?

Implementing Goals Based Investing in your Financial Planning Business – Part 2

Implementing Goals Based Investing in your Financial Planning Business – Part 1

Do you trust this market?

Jerome Lander: Strategic Asset Allocation is prone to failure

Protecting your advice business during a downturn

The Financial Adviser Solution for Today's Economy: Video Podcast

Why the Bulls are Wrong

How to manage portfolios for downside risk

Why goals based advice FOR FINANCIAL ADVISERS?

Protecting a portfolio against sequencing risk

Why Advisers Should Choose Goals Based Investing?

What is Goals Based Investing?

A call for action to stop you being imminently coronered

RISKY BUSINESS: WHY THE RISK PROFILE FALLS SHORT IN INVESTMENT ADVICE

GET AHEAD IN MEETING NEW FINANCIAL PRODUCT OBLIGATIONS

ARE YOU doing these three investment 'wrongs'?

Is there another way to play defence?

How advisers can reduce investment risk and meet client objectives

How to invest productively in the coming recession we have to have

How Goals Based Investing creates positive investor psychology

Interview: Matthew Walker on Goals Based Investing

Portfolio Manager Insights: Managing Goals Based Investment Portfolios

Five reasons growth investing will meet an ugly end

The new abnormal for portfolio management

The power of alternative investments within Goals Based portfolios

Managed Investment Services for the New Breed of Goals Based Adviser

Dynamic goals based asset allocation Podcast

Making Money Through the Cycle

THE BUBBLE IN EVERYTHING (AND HOW TO MANAGE IT)

Why your Investment philosophy matters to your clients

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The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. It's time for a better way.

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