Fund Manager Franklin Templeton Australia has been recognised for their award-winning global equities SMA. It’s the second year running that the manager has taken out the International Equities category at the 2021 IMAP Managed Account Awards. The Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses…
Over the past 20 years, UK corporate earnings growth has been up and down, but largely in an overall decline. This gloomy picture has stuck around. Fast-forward to today, and the storm is clearing. Following the pandemic, already beaten-down stocks are in much better shape than before, putting the UK on a path for a…
The global outlook has turned murky once again. From going into recovery mode out of lockdown, economies around the world are on alert given the high transmission rates of the Delta variant. The Delta variant, which accounts for more than 90 per cent of COVID-19 cases in the United States, has picked up new mutations…
Value investing, for all its history as a robust investment strategy, has been one of the worst-performing ways to invest money over the last few years. Fair enough, the coronavirus has thrown a spanner in the works by wreaking mayhem on investment markets, but value investing still hasn’t outperformed. Since March this year, value managers…
Russell Investments has released the findings from its fourth annual Value of an Adviser Report, which validates the true value that financial advisers provide to clients, especially through the pandemic. With the onset of Covid-19 and the forced lockdowns that followed, 2020 was a tumultuous year for many of us. The spread of the virus…
Netwealth (ASX: NWL) – The leading platform provider delivered a FY21 net profit of $54.1 million, which was up 24 per cent, but below the analysts’ consensus forecast, of $55 million. Shares in the stock dropped by 4.8 per cent, to $14.24, but were down as much as 10 per cent during the day, as…
Evergreen Consultants has launched its proprietary Responsible Investing Grade Index (ERIG Index), which rates leading fund managers on the seven broadly accepted categories of responsible investing. These categories are those defined by the Responsible Investment Association of Australia (RIAA) as integral to a more responsible approach. According to founder Angela Ashton, the team at Evergreen…
Building a successful financial advice business is a hard slog these days, especially considering the regulatory requirements, rising costs, increased administration, educational standards, and the licensing and compliance obligations. That’s even before servicing the needs of your clients and the costs that come with it. Every advisory firm is grappling with the dilemma of unlocking…
Eight of Australia’s largest financial advice industry associations have joined forces to oppose the design of the compensation scheme of last resort, contained in draft legislation released for public consultation. The Financial Services Royal Commission recommended the establishment of a compensation scheme of last resort to compensate consumers once all other avenues had been exhausted….
The infrastructure sector is set to play a critical role in journey to net-zero carbon dioxide emissions. The globe will look to spend trillions over the coming decades to make it happen. Much of it will provide a tailwind for infrastructure investors. Despite concerns about the opposite, the path to net-zero emissions is a positive…
