--- title: Dynamic Asset Adviser Articles | financial planner services (2) description: financial planner services | The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing and managed investment services. If you're a financial adviser who is looking for an alternative to conventional managed superannuation and other investments, subscribe to receive regular updates. It's time for a better way. (2) --- [![Dynamic_Asset](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/logos/Dynamic_Assets.png?width=700&name=Dynamic_Assets.png "Dynamic_Asset")](https://www.dynamicasset.com.au) ![home-banner](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/images/home/home-banner.jpg?width=1920&name=home-banner.jpg "home-banner") # ARTICLES [![Strategic Asset Allocation May be Putting Your Advisory Business at Risk](https://www.dynamicasset.com.au/hubfs/SAA%20business%20risk.jpg) ](https://www.dynamicasset.com.au/adviser-articles/strategic-asset-allocation-may-be-putting-your-advisory-business-at-risk) ## [Strategic Asset Allocation May be Putting Your Advisory Business at Risk](https://www.dynamicasset.com.au/adviser-articles/strategic-asset-allocation-may-be-putting-your-advisory-business-at-risk) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 11 Sep, 2020 | [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [strategic asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/strategic-asset-allocation), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios) - [Tweet](https://twitter.com/share) Strategic asset allocation, the hallmark investment approach of financial advisory firms who use risk profiling to determine a client’s investment portfolios, is under the spotlight, with an increasing number of investment firms questioning whether the strategy remains appropriate in light of the seismic shift seen in financial markets over the past decade. [Read More](https://www.dynamicasset.com.au/adviser-articles/strategic-asset-allocation-may-be-putting-your-advisory-business-at-risk) [![investment fund mistakes for financial advisers to avoid](https://www.dynamicasset.com.au/hubfs/3%20Mistakes.jpg) ](https://www.dynamicasset.com.au/adviser-articles/3-mistakes-to-avoid-when-picking-a-fundie) ## [3 mistakes to avoid when picking a fundie](https://www.dynamicasset.com.au/adviser-articles/3-mistakes-to-avoid-when-picking-a-fundie) By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 10 Sep, 2020 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management) - [Tweet](https://twitter.com/share) There has rarely been a more urgent time to assess whether your money is being optimally managed. Market valuations are close to all-time highs while risk levels are high and long-term real return prospects are near zero. We anticipate re-runs of 2020 over the coming years, with more volatility and markets that ultimately go nowhere. [Read More](https://www.dynamicasset.com.au/adviser-articles/3-mistakes-to-avoid-when-picking-a-fundie) [![Meeting investor needs](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook,%20Twitter.jpg) ](https://www.dynamicasset.com.au/adviser-articles/meeting-client-needs-fixed-or-flexible-asset-weighs) ## [Meeting Client Needs; Fixed or Flexible Asset Weights?](https://www.dynamicasset.com.au/adviser-articles/meeting-client-needs-fixed-or-flexible-asset-weighs) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 21 Aug, 2020 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [fixed or flexible asset weights](https://www.dynamicasset.com.au/adviser-articles/tag/fixed-or-flexible-asset-weights) - [Tweet](https://twitter.com/share) Developing client-centric advice models has been a hot topic for many financial planning firms in recent years, with the duty of acting in the client’s best interest further cemented by the newly established Financial Adviser Standards and Ethics Authority's [Code of Ethics](https://www.fasea.gov.au/code-of-ethics/). This has led some advisors to question whether the conventional weighting of a portfolio across today’s increasingly volatile and highly correlated asset classes satisfies this duty of care. [Read More](https://www.dynamicasset.com.au/adviser-articles/meeting-client-needs-fixed-or-flexible-asset-weighs) [![Implementing Goals Based Investing in your Financial Planning Business](https://www.dynamicasset.com.au/hubfs/Implementation%202%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/your-financial-planning-business-part-2) ## [Implementing Goals Based Investing in your Financial Planning Business – Part 2](https://www.dynamicasset.com.au/adviser-articles/your-financial-planning-business-part-2) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 27 Jul, 2020 | [goals based planning](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-planning), [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation) - [Tweet](https://twitter.com/share) [Part 1](https://www.dynamicasset.com.au/adviser-articles/your-financial-planning-business-part-1) of this article examines why advisors are increasingly moving to outsource the investment function of their financial planning business when implementing a [goals based investing](https://www.investopedia.com/terms/g/goalbased-investing.asp) approach. The next step is to consider a suitable investment and administrative structure that will support the advisor in delivering the key objective of goals based investing; tailoring each client’s portfolio to ensure it meets their unique objectives. [Read More](https://www.dynamicasset.com.au/adviser-articles/your-financial-planning-business-part-2) [![Trust this market](https://www.dynamicasset.com.au/hubfs/Trust%20this%20market%3F.jpg) ](https://www.dynamicasset.com.au/adviser-articles/do-you-trust-this-market) ## [Do you trust this market?](https://www.dynamicasset.com.au/adviser-articles/do-you-trust-this-market) By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 13 Jul, 2020 | [risk adjusted returns](https://www.dynamicasset.com.au/adviser-articles/tag/risk-adjusted-returns), [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [trust](https://www.dynamicasset.com.au/adviser-articles/tag/trust) - [Tweet](https://twitter.com/share) The ASX200 fell roughly 10% in the financial year just finished, which included a terrifying 35% plunge and euphoric 30% rally in a 16-week period. This loss-making white-knuckle ride is not what investors seek, and has left many on the sidelines feeling cautious and confused. [Read More](https://www.dynamicasset.com.au/adviser-articles/do-you-trust-this-market) [![How to manage portfolios for downside risk](https://www.dynamicasset.com.au/hubfs/Downside%20risk%201200%20x%20628%20px.png) ](https://www.dynamicasset.com.au/adviser-articles/how-to-manage-portfolios-for-downside-risk) ## [How to manage portfolios for downside risk](https://www.dynamicasset.com.au/adviser-articles/how-to-manage-portfolios-for-downside-risk) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 18 May, 2020 | [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [Goals Based Advice](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [superannuation](https://www.dynamicasset.com.au/adviser-articles/tag/superannuation), [retirement investment](https://www.dynamicasset.com.au/adviser-articles/tag/retirement-investment), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [downside risk](https://www.dynamicasset.com.au/adviser-articles/tag/downside-risk) - [Tweet](https://twitter.com/share) During market downturns, investors are commonly advised to stick with their strategic asset allocation rather than crystalise their losses in the hope that the downturn will be short lived and that returns will revert to historical norms. [Read More](https://www.dynamicasset.com.au/adviser-articles/how-to-manage-portfolios-for-downside-risk) [![A call for action - The Coronavirus threat to investors ](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook,%20Twitter-2.png) ](https://www.dynamicasset.com.au/adviser-articles/ta-call-for-action-to-stop-you-being-imminently-coronered) ## [A call for action to stop you being imminently coronered](https://www.dynamicasset.com.au/adviser-articles/ta-call-for-action-to-stop-you-being-imminently-coronered) By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 27 Feb, 2020 | [risk adjusted returns](https://www.dynamicasset.com.au/adviser-articles/tag/risk-adjusted-returns), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [call for action](https://www.dynamicasset.com.au/adviser-articles/tag/call-for-action) - [Tweet](https://twitter.com/share) Let us examine what happens when the clear and present danger from the coronavirus meets the global asset bubble, your portfolio and the industry standard investment approach. This is no small issue because – contrary to a market consensus – the coronavirus (COVID-19) is actually a real threat to complacent equity markets and client portfolios. It is a global health pandemic which requires active management in the real world, and which should also be risk managed by your adviser or super fund. The coronavirus and its real-world management should not simply be dismissed as just another flu, and could even be the catalyst which bursts the global asset bubble. [Read More](https://www.dynamicasset.com.au/adviser-articles/ta-call-for-action-to-stop-you-being-imminently-coronered) [![DAC_defenceblog](https://www.dynamicasset.com.au/hubfs/DAC_defenceblog.jpg) ](https://www.dynamicasset.com.au/adviser-articles/is_there_another_way_to_play_defense) ## [Is there another way to play defence?](https://www.dynamicasset.com.au/adviser-articles/is_there_another_way_to_play_defense) By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 07 Nov, 2019 | [risk adjusted returns](https://www.dynamicasset.com.au/adviser-articles/tag/risk-adjusted-returns), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach) - [Tweet](https://twitter.com/share) Many portfolios traditionally use government bonds and cash to be defensive. With bond rates and cash rates now at historic lows, there is no longer much yield or return that one can expect from a long-term investment in these. Furthermore, the likelihood of losing money over time in real terms is now higher, given it now requires little inflation to overcome the mediocre expected return from historically low yields. Unfortunately, such a situation reflects lacklustre economies and is the end result of market returns being pulled forward by government intervention. Traditional defensive investments have simply become a tool of government policy as governments attempt to prolong an ‘artificial’ economic expansion.  [Read More](https://www.dynamicasset.com.au/adviser-articles/is_there_another_way_to_play_defense) [![DAC_RightAgeInvest_260919](https://www.dynamicasset.com.au/hubfs/DAC_RightAgeInvest_260919.jpg) ](https://www.dynamicasset.com.au/adviser-articles/how-to-invest-productively-in-the-coming-recession-we-have-to-have) ## [How to invest productively in the coming recession we have to have](https://www.dynamicasset.com.au/adviser-articles/how-to-invest-productively-in-the-coming-recession-we-have-to-have) By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 09 Oct, 2019 | [risk adjusted returns](https://www.dynamicasset.com.au/adviser-articles/tag/risk-adjusted-returns), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach) - [Tweet](https://twitter.com/share) By now, the situation is clear. Many economies are gradually slowing down or have already entered a recession (think European powerhouse “Germany”). A recession affecting even the ‘greatest’ economy of them all is probably right in front of us. As a result, how investors position their portfolios this coming quarter and in 2020 may be all that matters. [Read More](https://www.dynamicasset.com.au/adviser-articles/how-to-invest-productively-in-the-coming-recession-we-have-to-have) [![Jerome Lander - Investment portfolios](https://www.dynamicasset.com.au/hubfs/Jerome%20Lander%20Thumbnail.jpg) ](https://www.dynamicasset.com.au/adviser-articles/portfolio-manager-insights-managing-goals-based-investment-portfolios-for-financial-advisers) ## [Portfolio Manager Insights: Managing Goals Based Investment Portfolios](https://www.dynamicasset.com.au/adviser-articles/portfolio-manager-insights-managing-goals-based-investment-portfolios-for-financial-advisers) By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 09 Jul, 2019 | [risk adjusted returns](https://www.dynamicasset.com.au/adviser-articles/tag/risk-adjusted-returns), [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services) - [Tweet](https://twitter.com/share) Jerome Lander is the Portfolio Manager at [Dynamic Asset](https://www.dynamicasset.com.au/) and one of Australia's leaders in the [Goals Based Investing](https://www.dynamicasset.com.au/adviser-articles/what-is-goals-based-investing) landscape. [Read More](https://www.dynamicasset.com.au/adviser-articles/portfolio-manager-insights-managing-goals-based-investment-portfolios-for-financial-advisers) [Previous](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services/page/1) [All posts](https://www.dynamicasset.com.au/adviser-articles/all) [Next](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services/page/3) ### ABOUT THIS PAGE 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. 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