---
title: Dynamic Asset Adviser Articles | financial planning services (2)
description: financial planning services | 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. (2)
---

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# ARTICLES

[![](https://www.dynamicasset.com.au/hubfs/The%20Lander%20Report%20Title%20Screen.jpg) ](https://www.dynamicasset.com.au/adviser-articles/the-lander-report-3rd-edition)

## [The Lander Report - Market & Portfolio Insights](https://www.dynamicasset.com.au/adviser-articles/the-lander-report-3rd-edition)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 27 Aug, 2021 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [The Lander Report](https://www.dynamicasset.com.au/adviser-articles/tag/the-lander-report)

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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.

[Read More](https://www.dynamicasset.com.au/adviser-articles/the-lander-report-3rd-edition)

[![The Lander Report, Dynamic Asset](https://www.dynamicasset.com.au/hubfs/The%20Lander%20Report%20Title%20Screen%20w_%20Play%20Icon%20800px.png) ](https://www.dynamicasset.com.au/adviser-articles/the-lander-report-2nd-edition)

## [The Lander Report - Market & Portfolio Insights](https://www.dynamicasset.com.au/adviser-articles/the-lander-report-2nd-edition)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 27 May, 2021 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [The Lander Report](https://www.dynamicasset.com.au/adviser-articles/tag/the-lander-report)

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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.

[Read More](https://www.dynamicasset.com.au/adviser-articles/the-lander-report-2nd-edition)

[![How to be a successful financial adviser](https://www.dynamicasset.com.au/hubfs/Succesful%20Financial%20Adviser%201200px.png) ](https://www.dynamicasset.com.au/adviser-articles/how-to-be-a-successful-financial-adviser)

## [How to be a successful financial adviser](https://www.dynamicasset.com.au/adviser-articles/how-to-be-a-successful-financial-adviser)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 22 Feb, 2021 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts)

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#### **A greater focus on the client makes for better business.**

In today's increasingly complex world, consumers need quality financial advice more than ever. Yet many advice firms are struggling; overburdened by regulatory and compliance obligations that are making it difficult to scale their business and keep fees affordable, resulting in more work for not necessarily any more profit. Too often, these are the advisors that are failing to capture the opportunity to modernise their business in response to changing industry requirements and customer needs.

[Read More](https://www.dynamicasset.com.au/adviser-articles/how-to-be-a-successful-financial-adviser)

## [The Lander Report - Market & Portfolio Insights](https://www.dynamicasset.com.au/adviser-articles/the-lander-report)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 17 Feb, 2021 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [Market cycles](https://www.dynamicasset.com.au/adviser-articles/tag/market-cycles), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [The Lander Report](https://www.dynamicasset.com.au/adviser-articles/tag/the-lander-report)

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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.

[Read More](https://www.dynamicasset.com.au/adviser-articles/the-lander-report)

[![How managed accounts make your advice business better](https://www.dynamicasset.com.au/hubfs/Managed%20Accounts%20Business%20Better%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/how-managed-accounts-make-your-advice-business-better)

## [How Managed Accounts Make Your Advice Business Better](https://www.dynamicasset.com.au/adviser-articles/how-managed-accounts-make-your-advice-business-better)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 11 Feb, 2021 | [financial adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services), [goals based planning](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-planning), [goals based investment](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Goals Based Advice](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts)

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Are you looking to service more clients efficiently, while still meeting each individual's unique investment needs? A Managed Account can do just that, leaving you with more time and resources to nurture your business.  

[Read More](https://www.dynamicasset.com.au/adviser-articles/how-managed-accounts-make-your-advice-business-better)

[![Is Passive Investing About to Fail Advisers? Big time](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook,%20Twitter-3.jpg) ](https://www.dynamicasset.com.au/adviser-articles/is-passive-investing-about-to-fail-advisers-big-time)

## [Is Passive Investing About to Fail Advisers? Big time](https://www.dynamicasset.com.au/adviser-articles/is-passive-investing-about-to-fail-advisers-big-time)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 28 Sep, 2020 | [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [volatile markets](https://www.dynamicasset.com.au/adviser-articles/tag/volatile-markets), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management)

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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.  

[Read More](https://www.dynamicasset.com.au/adviser-articles/is-passive-investing-about-to-fail-advisers-big-time)

[![Are risk profile portfolios headed for the rocks?](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook,%20Twitter-2.jpg) ](https://www.dynamicasset.com.au/adviser-articles/are-risk-profile-portfolios-heading-for-the-rocks)

## [Are risk profile portfolios heading for the rocks?](https://www.dynamicasset.com.au/adviser-articles/are-risk-profile-portfolios-heading-for-the-rocks)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 16 Sep, 2020 | [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [financial planner services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planner-services), [volatile markets](https://www.dynamicasset.com.au/adviser-articles/tag/volatile-markets), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management)

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#### **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. 

[Read More](https://www.dynamicasset.com.au/adviser-articles/are-risk-profile-portfolios-heading-for-the-rocks)

[![Bull markets](https://www.dynamicasset.com.au/hubfs/Bulls%20Wrong%201200%20x%20627%20px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/why-the-bulls-are-wrong)

## [Why the Bulls are Wrong](https://www.dynamicasset.com.au/adviser-articles/why-the-bulls-are-wrong)

 By [Jerome Lander](https://www.dynamicasset.com.au/adviser-articles/author/jerome-lander) | 18 May, 2020 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [goals based planning](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-planning), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [Goals Based Advice](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice), [alternative investments](https://www.dynamicasset.com.au/adviser-articles/tag/alternative-investments), [Adviser investment](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment), [bull markets](https://www.dynamicasset.com.au/adviser-articles/tag/bull-markets)

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Equity markets have bounced well over 20% since the lows just over a month ago, so technically we are already in a new bull market. 

With peak new cases now behind us, the economy agitating to reopen and governments starting to ease restrictions, is the massive fiscal and monetary stimulus in the pipes about to prove the bulls spectacularly right?

[Read More](https://www.dynamicasset.com.au/adviser-articles/why-the-bulls-are-wrong)

[![Financial product and distribution obligations](https://www.dynamicasset.com.au/hubfs/1200%20x%20628%20px%20Facebook,%20Twitter.png) ](https://www.dynamicasset.com.au/adviser-articles/get-ahead-in-meeting-new-financial-product-obligations)

## [GET AHEAD IN MEETING NEW FINANCIAL PRODUCT OBLIGATIONS](https://www.dynamicasset.com.au/adviser-articles/get-ahead-in-meeting-new-financial-product-obligations)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 27 Feb, 2020 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [compliance](https://www.dynamicasset.com.au/adviser-articles/tag/compliance), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [financial product](https://www.dynamicasset.com.au/adviser-articles/tag/financial-product)

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New consumer-centric financial product and distribution obligations from April 2021 offer astute financial advisers an opportunity to not only meet the requirements, but to gain an edge in achieving superior client outcomes and improve their business practices.

[Read More](https://www.dynamicasset.com.au/adviser-articles/get-ahead-in-meeting-new-financial-product-obligations)

[![Reduce investment risk](https://www.dynamicasset.com.au/hubfs/Reduceinvestmentrisk.jpg) ](https://www.dynamicasset.com.au/adviser-articles/how-advisers-can-reduce-investment-risk-and-meet-client-objectives)

## [How advisers can reduce investment risk and meet client objectives](https://www.dynamicasset.com.au/adviser-articles/how-advisers-can-reduce-investment-risk-and-meet-client-objectives)

 By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 29 Oct, 2019 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [goals based planning](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-planning), [financial planning services](https://www.dynamicasset.com.au/adviser-articles/tag/financial-planning-services), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [investment approach](https://www.dynamicasset.com.au/adviser-articles/tag/investment-approach), [Goals Based Advice](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice), [adviser services](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-services), [investment risk](https://www.dynamicasset.com.au/adviser-articles/tag/investment-risk)

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Goals Based Investing (GBI) continues to gain recognition and be better understood amongst advisers. In his article [Goals Based Investing: Should it be the norm?](https://blogs.cfainstitute.org/investor/2019/08/28/goals-based-investing-should-it-be-the-norm/) Giuseppe Ballocchi describes GBI as the way of the future for financial advice. Are we finally seeing a shift from the more traditional Strategic Asset Allocation approach to GBI? The simple answer is yes. Why, because it makes sense. Client goals should determine investment decisions. And, there is a rising school of thought that SAA investing will not suit likely market conditions going forward.

[Read More](https://www.dynamicasset.com.au/adviser-articles/how-advisers-can-reduce-investment-risk-and-meet-client-objectives)

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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. It's time for a better way.

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- [value from financial advisers (1)](https://www.dynamicasset.com.au/adviser-articles/tag/value-from-financial-advisers)

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