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Meeting Client Needs; Fixed or Flexible Asset Weights?

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. 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.

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