Steven Shepherd
Strategic asset allocation in volatile times
- By: Steven Shepherd
- February 7, 2012 December 15, 2017
- 15:40
Investors are looking to exit from funds in droves during "a period of heightened negative sentiment"
Plus, new emerging market, target-date and tech funds, and a raft of fund changes
The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable
Gold prices, equity markets drove strong seg fund sales but couldn’t prevent net outflows in 2025
Existing policies to remain in legacy system
As financial fraud grows more sophisticated and pervasive, the role of professional financial planners has never been more critical
In finance, insurance, real estate and leasing, business exits have outpaced starts since mid-2023
Higher renewal comp, longer chargeback schedule aim to match advisor incentives to client interests