--- title: Dynamic Asset Adviser Articles | Financial Adviser Portfolio Solutions description: Financial Adviser Portfolio Solutions | 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. --- [![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 [![](https://www.dynamicasset.com.au/hubfs/fundamentals%20of%20success.png) ](https://www.dynamicasset.com.au/adviser-articles/adviser-evolution-why-the-future-belongs-to-those-who-adapt) ## [Adviser Evolution: Why the Future Belongs to Those Who Adapt](https://www.dynamicasset.com.au/adviser-articles/adviser-evolution-why-the-future-belongs-to-those-who-adapt) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 05 Dec, 2025 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [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), [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [advice business](https://www.dynamicasset.com.au/adviser-articles/tag/advice-business), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Client focused advice](https://www.dynamicasset.com.au/adviser-articles/tag/client-focused-advice) - [Tweet](https://twitter.com/share) In today’s complex market environment, the choice of investment approach is more than just a portfolio decision - it’s a business-defining one. For financial planning firms and dealer groups, the investment philosophy they choose to work with can either strengthen their client relationships or quietly undermine them. Advisers know that the risks of following an outdated investment approach, or one that may not work well in these times, extends well beyond poor portfolio performance. They can ripple into client trust, business reputation, compliance risk, and long-term commercial sustainability. [Read More](https://www.dynamicasset.com.au/adviser-articles/adviser-evolution-why-the-future-belongs-to-those-who-adapt) [![](https://www.dynamicasset.com.au/hubfs/Opportunities%20abound%201200px-jpg.jpeg) ](https://www.dynamicasset.com.au/adviser-articles/is-strategic-asset-allocation-still-the-right-model) ## [Is Strategic Asset Allocation Still the Right Model?](https://www.dynamicasset.com.au/adviser-articles/is-strategic-asset-allocation-still-the-right-model) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 26 Nov, 2025 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) For decades, Strategic Asset Allocation (SAA) has been the cornerstone of portfolio construction. From super funds to retail advice practices, it became the “default setting” — the framework advisers trusted to manage client capital through all market conditions. [Read More](https://www.dynamicasset.com.au/adviser-articles/is-strategic-asset-allocation-still-the-right-model) [![](https://www.dynamicasset.com.au/hubfs/Stagflation%20graphical%20representation.png) ](https://www.dynamicasset.com.au/adviser-articles/investing-in-a-stagflationary-world) ## [Stagflation and the Risk to Portfolios](https://www.dynamicasset.com.au/adviser-articles/investing-in-a-stagflationary-world) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 11 Nov, 2025 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [stagflation](https://www.dynamicasset.com.au/adviser-articles/tag/stagflation) - [Tweet](https://twitter.com/share) #### Better Portfolio solutions than the old 60/40 Matthew Walker | September 2025 [Read More](https://www.dynamicasset.com.au/adviser-articles/investing-in-a-stagflationary-world) [![](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook%2c%20Twitter-1.jpg) ](https://www.dynamicasset.com.au/adviser-articles/when-the-world-changes-should-investment-portfolios-stay-the-same) ## [When the World Changes - Should Investment Portfolios Stay the Same?](https://www.dynamicasset.com.au/adviser-articles/when-the-world-changes-should-investment-portfolios-stay-the-same) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 30 Oct, 2025 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) For much of the past four decades, Strategic Asset Allocation (SAA) has formed the foundation of portfolio construction. The principle is simple: establish a long-term mix of equities, bonds, and alternatives based on risk tolerance, rebalance periodically, and maintain discipline. In a world of globalisation, falling inflation, and declining interest rates, that framework worked exceptionally well. [Read More](https://www.dynamicasset.com.au/adviser-articles/when-the-world-changes-should-investment-portfolios-stay-the-same) [![](https://www.dynamicasset.com.au/hubfs/Peers%20vs%20Builder.png) ](https://www.dynamicasset.com.au/adviser-articles/changing-the-playbook) ## [Changing the Playbook](https://www.dynamicasset.com.au/adviser-articles/changing-the-playbook) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 17 Oct, 2025 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) For decades, retail investors have been handed the same investment framework: static strategic asset allocation, risk profiles labelled “conservative,” “balanced,” or “growth,” and the assumption that history always repeats. That framework worked in the disinflationary decades of falling rates and globalisation — but today it looks fragile. Inflation is sticky. Growth is slowing. Debt is piling up. Geopolitical tensions and currency debasement are front-page news. Investors can no longer afford to rely on old rules of thumb. That’s why we built Dynamic Asset — to change the playbook. [Read More](https://www.dynamicasset.com.au/adviser-articles/changing-the-playbook) [![Winning client satisfaction ](https://www.dynamicasset.com.au/hubfs/Winning%20client%20satisfaction%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/delivering-outperformance-in-an-uncertain-world) ## [Delivering Outperformance in an Uncertain World](https://www.dynamicasset.com.au/adviser-articles/delivering-outperformance-in-an-uncertain-world) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 08 Oct, 2025 | [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), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Adviser solution](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-solution), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) Investors today are navigating one of the most complex market backdrops in decades — inflation risks, geopolitical tensions, shifting central bank policy, and a world in transition from fossil fuels to new technologies. Against this environment, our Wealth Builder and Wealth Protector portfolios have delivered exceptional results over the past 12 months.  [Read More](https://www.dynamicasset.com.au/adviser-articles/delivering-outperformance-in-an-uncertain-world) [![](https://www.dynamicasset.com.au/hubfs/Warren%20Buffet.jpg) ](https://www.dynamicasset.com.au/adviser-articles/is-passive-investing-a-double-edged-sword) ## [Is passive investing a safe bet or a double-edged sword?](https://www.dynamicasset.com.au/adviser-articles/is-passive-investing-a-double-edged-sword) By [Todd Hoare](https://www.dynamicasset.com.au/adviser-articles/author/todd-hoare) | 14 Oct, 2024 | [risk adjusted returns](https://www.dynamicasset.com.au/adviser-articles/tag/risk-adjusted-returns), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Active Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/active-portfolio-management) - [Tweet](https://twitter.com/share) While typically considered benign, passive index investing can come with unintended consequences. [Read More](https://www.dynamicasset.com.au/adviser-articles/is-passive-investing-a-double-edged-sword) [![](https://www.dynamicasset.com.au/hubfs/Investment%20philosophy%201200px.jpeg) ](https://www.dynamicasset.com.au/adviser-articles/what-will-investment-portfolios-look-like-in-24-25-) ## [What will Investment Portfolios look like in 24-25…?](https://www.dynamicasset.com.au/adviser-articles/what-will-investment-portfolios-look-like-in-24-25-) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 03 Jul, 2024 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [Active Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/active-portfolio-management), [Managed Portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/managed-portfolios) - [Tweet](https://twitter.com/share) With the end of the financial year, it’s a good time to take a deep breath and refocus on everything else you need to do in an advice business and plan for how you want to manage things in the year ahead. [Read More](https://www.dynamicasset.com.au/adviser-articles/what-will-investment-portfolios-look-like-in-24-25-) [![Challenging the misconceptions of a managed accounts transition](https://www.dynamicasset.com.au/hubfs/Managed%20Accounts%20Transition%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition) ## [Challenging the misconceptions of a managed accounts transition](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 14 Aug, 2023 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [Dynamic Asset Portfolio Construction Tool](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-portfolio-construction-tool), [Managed Portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/managed-portfolios) - [Tweet](https://twitter.com/share) The momentum towards managed accounts is unmistakable. A noteworthy jump from 17% to 56% in the decade to 2023, with Investment Trends highlighting that more advisers are tapping into its potential. By the end of 2022, $144.5B was under management in this model, as noted by IMAP.  [Read More](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition) [![Financial adviser solution](https://www.dynamicasset.com.au/hubfs/Adviser%20Built%20Solution%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/an-adviser-built-solution-for-financial-advice-businesses) ## [An Adviser Built Solution for Financial Advice Businesses](https://www.dynamicasset.com.au/adviser-articles/an-adviser-built-solution-for-financial-advice-businesses) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 14 Mar, 2023 | [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) Advisers who follow Dynamic Asset will know that we readily share our thoughts on markets, the economy, portfolio management, and ways for advisers to get ahead. [Read More](https://www.dynamicasset.com.au/adviser-articles/an-adviser-built-solution-for-financial-advice-businesses) [All posts](https://www.dynamicasset.com.au/adviser-articles/all) [Next](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions/page/2) ### 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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