Portfolio Created by an Investment Adviser

Bridging Behavioral Biases and Logical Retirement Asset Allocation

During a portfolio review for a client nearing superannuation, a senior research analyst faces a common dilemma: the client demands a portfolio heavily tilted toward mid-cap equities to 'beat inflation,' despite a...

Integrating Foundational Benefits into Strategic Retirement Asset Allocation

During a portfolio review session, a research analyst often encounters a common hurdle: the client presents a list of independent assets while failing to account for their locked-in retirement benefits. The analyst must...