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

Structural changes in global investment markets are casting doubt on the revered 60/40 asset allocation traditionally utilised by financial advisors. Rather than boosting returns and protecting investors during downturns, it could fail to deliver an adequate mix of protection and returns. 

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InterPrac adds Dynamic Asset Portfolios to Approved Product List

Listed Australian Financial Services Group, InterPrac, has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL).

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The value of differentiating your advice business

When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition?

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

Dynamic Asset Consulting recently announced that privately-owned financial adviser dealer group Finchley & Kent has added the Dynamic Asset Managed Account and investment management solution to its approved product list (APL).

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How to choose the best managed account solution

Once you've determined that your financial advice firm would benefit from the efficiency and transparency of a Managed Account solution, or you're simply starting to explore options, then the next step is to find a platform that will meet the unique needs of your business and clients. 

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How the right investment portfolios help advisers with client goal matching

Regulators are increasingly asserting that financial advisers must provide solutions that directly meet their clients' financial goals. At the same time, investors are demanding a better customer experience and more personalised services.

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Is Passive Investing About to Fail Advisers? Big time

These aren’t normal times. All asset prices are inflated, and not just by a little bit. Arguably we are living through one of the biggest bubbles in asset prices of all time given the massive government support required to keep the bubble inflated with massively inflated valuations during such lacklustre economic conditions. At the same time, there is an indelible belief in passive and quasi-passive investing.  

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Are risk profile portfolios heading for the rocks?

More than a correction – a change of cycle

It’s becoming increasingly apparent that it’s a dangerous time in markets for investors. Governments and Central Banks around the world have reacted by pumping in immense amounts of stimulus to maintain price stability. But the more astute observers recognise this is a band-aid, not a permanent solution, and that traditional Risk Profile or SAA portfolios are not designed to navigate, or even survive, the future. 

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Strategic Asset Allocation May be Putting Your Advisory Business at Risk

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.

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Portfolio Manager Insights: Managing Goals Based Investment Portfolios

Jerome Lander is the Portfolio Manager at Dynamic Asset and one of Australia's leaders in the Goals Based Investing landscape.

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