Allan Gray has added Dynamic Asset Managed Account Portfolios to its Solutions Platform, encompassing Allan Gray Superannuation, Retirement (pension) and Investments (IDPS).
Allan Gray has added Dynamic Asset Managed Account Portfolios to its Solutions Platform, encompassing Allan Gray Superannuation, Retirement (pension) and Investments (IDPS).
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Market leading investment and superannuation platform HUB24 has added Dynamic Asset Managed Account portfolios to its platform IDPS Choice menu.
Superannuation and pension accounts form a significant portion of financial advisory firms’ business. The vast majority of retirees have common core needs and concerns:
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Today's extraordinarily challenging market conditions have heightened investor uncertainty. High inflation is set to remain for the foreseeable future, following a downward trend over the last three decades. Central banks forecast that tightened monetary policy will result in sustained elevated interest rates. These shifts have dramatic implications for traditional asset classes, impacting portfolio risk management.
Welcome to the latest edition of The Lander Report.
In this quarterly video update, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Welcome to the first edition of The Lander Report.
In this quarterly video series, Dynamic Asset's Portfolio Manager, Dr Jerome Lander discusses the state of financial markets, portfolio insights and what this means for Financial Advisers and their clients.
Fortunes have been lost because typical investor psychology rarely aligns with investment success. Most investors can recount stories of losing money after excitedly buying at the top to later sell at the bottom or following the crowd into an overhyped stock. This is why astute financial advice firms are switching to goals based investing; an approach that embraces – instead of struggling against – investor psychology for superior results.
The effective management of goals based investment portfolios requires strong investment skills together with ample time and resources, but in return, rewards financial advice firms with satisfied clients and superior business outcomes.
