A recent narrative questioning the merit of a diversified portfolio of traditional equities and bonds has had many in the investment management industry asking: "Is the 60/40 portfolio dead?".
Financial Advice: More than just returns...
Much has happened in the financial services industry following the 2018 Banking and Financial Services Royal Commission – many of the recommendations strengthening consumer protection laws have been implemented and as a result, the wealth management industry as a whole looks very different to what it was pre-Royal Commission…
