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FS Roundtable: Striking the perfect balanceBY KARREN VERGARA | THURSDAY, 14 NOV 2019 3:57PM
The current climate is pushing the importance of asset allocation to the forefront of building robust portfolios, prompting investment experts to think outside the box of traditional assets. Karren Vergara writes.Read more: SPDR ETFs, Asset Builder Financial Services, Credit Suisse, Morgan Stanley, Rainmaker, Stephen Cabot, Banyan Tree Investment Group, Benjamin Regnat, Chhai Ung, Christian Schween, Crestone Wealth Management, Global Financial Crisis, IOOF Holdings, Jason Coggins, John Dyall, Jonathan Reilly, Koda Capital, Lonsec Research, Matthew Olsen, Meaghan Victor, Michael Martel, Piers Bolger, Shaun Bornstein, SSGA SPDR, Stan Shamu, State Street Global Advisors, Viridian Advisory
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The industry superannuation fund has completed its merger with WA Super initiated earlier this year and now has $135 billion in assets and one million members.
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IOOF yesterday said it won't be pursuing an offer to buy its retail trustee Australian Executor Trustee business.
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Despite the growing emphasis on sustainability and the mainstream nature of ESG considerations, investors are still struggling to find adequate data to inform their decisions.
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The former head of advice for Shadforth has moved to Akambo Financial Group, a boutique dealer group with big growth plans.
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